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

Inflation Is Not the Only Challenge

May 02, 2022

The Russia-Ukraine war is leading to soaring commodity prices as both nations are major exporters. Rate hikes are also a burden for consumers and borrowers but will help cool inflation in the long run. Discover what this means for investment markets....

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Implications of Russia’s invasion of Ukraine and what this means for the investment landscape

Mar 23, 2022

The Russian invasion of Ukraine is a blatant violation of international law. The invasion has already had consequences for global security. Learn about the implications and what they mean for the investment landscape....

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Concerned about inflation?

Mar 15, 2022

Inflation may leave us helpless when it comes to higher prices. However, there are two ways to get help when it comes to your investments....

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Office Address

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