The advice you need when you need it

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 advisor, 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. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Joseph El-Khoury

Investment Advisor
Financial Security Advisor

My mission is to assist clients with developing strategies to reach their financial goals through customized investment advice and insurance services designed to mitigate risk and maximize returns. As a brokerage firm, we have access to a wide range of products including equities, bonds, mutual funds and insurance solutions. My motto is: Time alone will not improve your returns. Be well advised!

Recent Posts

How to keep your TFSA aligned with your goals

Apr 01, 2019

This year, you can contribute $6,000 to your Tax-Free Savings Account (TFSA), bringing the cumulative total of TFSA contributions to $63,500, or $127,000 between a couple. This means that a TFSA can help meet any investment objective....

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How to save tax as a couple

Jun 21, 2019

You can’t escape paying tax on income, but you may be able to split some of your income with your spouse. And if your spouse is in a lower tax bracket, you’ll pay less tax as a couple. Here are three scenarios that illustrate some of the tax-saving.....

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When education savings may need a boost

Jun 21, 2019

If a parent bases post-secondary education savings on average costs, the amount needed for tuition would be $6,838 for each academic year, based on the 2018/2019 average for Canadian universities. But what if the child decides to pursue......

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Joseph El-Khoury

Investment Advisor
Financial Security Advisor

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Dorval, Québec
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