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

DeepSeek and Trump 2.0: The Future of U.S. Industry

Mar 26, 2025

Have Trump’s presidency and DeepSeek's launch altered the U.S. equity outlook? Join Munro Partners for an in-depth look at Trump 2.0 and the future of AI....

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Charitable giving through a donor-advised fund

Mar 21, 2025

With a donor-advised fund (DAF), you can give tax-effectively to charities now and through your will....

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Can you trust “finfluencers”?

Mar 20, 2025

Millions of followers look to financial influencers on social media for information and advice. Find out about the pros and cons of getting financial guidance in an unregulated space....

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Office Address

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