Our Mission is To Help You

Our approach to wealth management is simple. Our goal is to provide you with comprehensive wealth management advice according to your needs. With ongoing contact and support, our team ensures that you are on track to meet and exceed your goals.

We pride ourselves on our industry knowledge, superior service, and commitment to your success. We are your trusted partner in:

  • Sound investment advice
  • Access to investments managed by leading portfolio managers
  • Cash management solutions
  • Insurance products and services (personal and business)
  • Tax preparation services

Insurance products and services are provided through Assante Estate and Insurance Services Inc. Jay Papernick provides tax preparation services through his self-named business activity outside of the dealer. Specific investment recommendations must be done through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Although Assante is not responsible for any service or product supplied through Jay Papernick, Assante will monitor for Outside Business Activity-related conflicts of interests and complaints.