Our Process

Have you asked yourself any of these questions?  

  • How much should I be saving for my retirement? 
  • How much income can I expect at retirement?
  • Can I expect income from governement programs?
  • Should I consider an annuity, LIF, or RRIF?
  • Do I have an appropriate investment retirement portfolio?
  • Do I have the appropriate kind of life insurance and do I have enough?

Our planning process can help answer these questions and more.

Here's how it works

Initial meeting

  • Discuss financial goals and objectives.
  • Gather data for preparation of report.
  • Discuss fee options.

Preparation of plan

  • Assess current risk profile and asset mix.
  • Review income asset strategies and insurance strategies.
  • Review tax and estate planning strategies.
  • Input data model and analyze findings.
  • Prepare report for presentation and review.

Implementation of plan

  • Agree on a long-term plan designed to meet financial objectives. 
  • Analyze appropriate product options.
  • Implement plan with appropriate products and services.
  • Work to provide value added services.

The Results

Simplified and easy to understand financial solutions that assist you to move forward on the right financial path. 


Insurance products and services are provided through Assante Estate and Insurance Services Inc.