Our Team

Helping You Achieve Your Goals and Dreams

Planning for your financial future is more than just looking at numbers.  To me, it's the people and dreams behind the figures that matter the most.

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.

If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation. 

WEALTH PLANNING — IT’S ABOUT MORE THAN JUST YOUR INVESTMENTS

With 30 years of experience, I understand that life is constantly changing, which is why you need a plan that is customized to meet your needs today and as they evolve.

Our planning is about you. Discovering what matters to you by engaging in discussions about your needs, priorities, goals and aspirations. With a thorough understanding of your needs, we can draw on expert advice from financial analysts, accountants and lawyers/notaries to deliver a tailor-made financial or estate plan.

Developing a retirement plan that capitalizes on the opportunities of today is all well and good, but true planning comes from having a strategy that can adapt and is sustainable over the long term.

Choosing a financial partner is one of the most important decisions you’ll ever make. When you need help planning your financial goals entrust your dreams to us.

With Assante, my brother and I are committed to providing you with complete wealth planning advice to help you achieve your life and legacy goals. Our comprehensive approach takes into consideration each piece of your financial situation to solve the puzzle of building and preserving your wealth.

Outside of work, I am President of the board of Directors of the Starlight Children’s Foundation of Canada. Starlight Children’s Foundation does what no medicine can do: create priceless smiles and memories for seriously ill children and their families. Starlight Canada has been spreading joy to sick kids across the country through a unique blend of hospital to home programs designed for the whole family.

I also like meeting new people over a cup of coffee. Feel free to reach out at plefrancois@assante.com