“Our personal commitment reflects a dedication to delivering exceptional service beyond expectation, providing innovative and tailored solutions to individual client concerns, with the overall goal of assisting individuals in the management and preservation of their wealth.”

 

Joseph J. Szabo, CFP Senior Investment Advisor Assante Capital Management Ltd.

Lorraine D. Ellement Financial Security Advisor Assante Estate and Insurance Services Inc.

 

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Lorraine D. Ellement provides insurance products and services through Assante Estate and Insurance Services Inc.