“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.
Lorraine D. Ellement provides insurance products and services through Assante Estate and Insurance Services Inc.
Joseph J. Szabo