To learn more about the benefits of being an Assante client, take a closer look at our customized approach below, or contact us at your convenience for a private consulation.
During this first meeting we will get to know you, your financial situation and your needs. It's the first step to determining if we're a good fit. You will also learn about how we work and our commitment to you.
We will conduct a thorough analysis of your current financial situation using our personal experience and Assante's expertise in financial tools.
We understand that each person and each business is unique. Your customized financial strategy will identify and offer solutions to respond to your objectives..
We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your life as well as in the investment markets, tax law and economic realities.
To arrange an appointment, email me directly by clicking here or calling 905-335-2291.