What We Do

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now and plans for the future in a tax efficient manner.  We always make sure our prospective clients have a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, then formulate a plan to help you meet those goals. In the end, you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family.

Our process is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.

With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.

This goal-based financial security planning approach is designed to help you:

  • Define customized short and long-term goals that ensure you choose only the right financial products and services;
  • Identify roadblocks or gaps that might impact your financial planning strategy;
  • Continually monitor your plan to ensure it meets your changing needs.


Our Steps


First, we get to know you, your financial situation,your needs, your goals and concerns. By deeply understanding your personal and business needs, we will be able to construct the best possible financial plan for you. Have a look at a sample Mind Map that we create for all our clients. The map is a personal and financial snap shot of the client and his/her family. Remember, part of our mission statement is "to know you as well or better than you know yourself".


We will conduct a thorough analysis of your current financial situation, drawing on the expertise of Assante Private Client's skilled professionals. We have accountants, estate planning specialists, and business planning specialists on board to help us create your plan. Whatever your needs are, we will meet them. 


We understand that each person and each business is unique. Your customized financial strategy will identify and offer strategies to address the challenges you and/or your business are facing either now or in the future. We will walk you through each strategy that we recommend. You will decide which strategy you are more comfortable with, then we will make sure that you implement that strategy correctly and in a timely manner.

Monitor and Review

We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your life as well as in the investment markets, tax laws and economic realities. In addition to the regular meetings, we will be in touch regularly either via phone or email to make sure that we address any concerns and/or questions that you might have.

Contact us today to find out more about the benefits of being an Assante client, about my financial planning process and learn how a sound financial plan can help you achieve your goals.

Assante Private Client is a division of CI Private Counsel LP.