Welcome

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisory team, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. While Wealth Management is a broad term that can often encompass a range of disciplines, our clients come to us seeking: 

 

  • Unbiased advice
  • Personalized wealth planning
  • Protection of loved ones
  • Guidance through life events
  • Tools to create good inheritors
  • Philanthropy and legacy planning
  • Pension style investing  
  • Tax savings
  • Performance and cost transparency

Recent Posts

Charitable giving through a private foundation

May 15, 2025

A private foundation provides flexibility, control and the opportunity for a lasting legacy....

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Tariff Troubles Continue

Apr 29, 2025

President Trump’s tariff surprise rattled markets—then a 90-day pause brought a partial rebound. Find out what triggered the volatility and what could happen next....

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Enjoy more income in retirement by minimizing the OAS clawback

Apr 28, 2025

Smart planning can help you reduce or avoid the OAS clawback. From income splitting to managing minimum RRIF withdrawals, explore strategies to keep more of your benefits....

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Office Address

11012 MacLeod Trail SE Suite 404
Calgary, Alberta
T2J 6A5 Canada