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

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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The importance of including your pets in your estate and incapacity planning

Jul 24, 2025

Estate plans should cover pets too. Learn how to protect your pet’s future if you become unable to care for them....

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The Next Wave in Emerging Markets

Jun 27, 2025

Last year’s headwinds are becoming this year’s tailwinds on a global scale. Look beyond the noise and discover why emerging market equities deserve a fresh look....

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Office Address

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