I know that there are many companies that offer financial services, but Assante Wealth Management has Joan Cosby: an intelligent, professional, energetic spirit who genuinely cares about her clients and their well-being, on all levels.

— AT
Burlington , August 29, 2016

Given the number of financial advisors in the marketplace, it is relatively easy to access their services. But many investors, whether they realize it or not, can benefit from more than simple financial advice. Joan goes many steps beyond this to provide “added value” services.

— CB
Guelph , August 24, 2016

When I met Joan, I already had a financial planner. She was assisting with the estate of a family member, and impressed me with her knowledge of taxation. As a reasonably savvy investor, when it came time to change planners, I required an expert in her field and the ability to share new knowledge with me effectively. Joan had demonstrated that capability earlier in our relationship, and thus selecting her was a ‘no brainer’.

— CM
Burlington , August 23, 2016

Joan has been extremely helpful in our financial planning. She is always prepared and ready to discuss any concern - big or small. She is very informative in all areas having assisted us with retirement planning, funeral arrangements, wills and power of attorney. Joan makes us feel like we are her most important clients - she is truly an exceptional person as an individual and financial advisor.

— D&M T
Burlington , August 22, 2016

Joan Cosby solved our problems in short order. Her choice of a myriad field of financial teams has settled our concerns through her personal advice, attention and co-ordination. We can recommend her unconditionally to anyone seeking warm, careful and considered counsel.

— J&F K
Burlington , August 19, 2016

Thanks Joan both for the information which is very helpful and for taking the time with us today to go over things as thoroughly as you did. My parents are very comfortable with you and the direction you give them; as am I. You have an excellent read on their situation and counsel them impressively.

— JT
Burlington , July 20, 2016

Joan’s insight into the markets combined with her accommodating and helpful nature make her a pleasure to work with. Planning for my future with Joan has been stress free. I am confident in her ability to guide my investments wisely and would highly recommend her services.

— KC
Guelph , August 22, 2016

We are impressed by your depth of knowledge, analytical skills, and common sense approach. Your professional, ethical, and caring demeanor elicits our trust and respect. We have no hesitation recommending your services with complete trust knowing that your clients will succeed because of your professionalism and dedication to their financial success.

— T&M S
Burlington , August 26, 2016