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

Canadian Equity Alpha: Overcoming the Headwinds

Sep 02, 2025

The performance gap with the U.S. still weighs on Canada’s growth. Learn why the Canadian economy continues to lag, where opportunities lie, and the impact on investors....

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Who will execute your estate plan?

Aug 26, 2025

Get guidelines on how to choose the right executor (liquidator in Quebec) for your estate....

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Finding the Few Winners: Munro’s Strategy for Long-Term Growth

Jul 29, 2025

In a market flooded with speculation, real growth is rare. Discover how global equity experts uncover lasting opportunities in a volatile global market....

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Office Address

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