A Complete Approach to Wealth Management
Whether you are trying to accumulate wealth, live off your wealth, or transfer your wealth to the next generation, at Assante, we simplify your life by meeting all of your wealth management needs in one place.
You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice.
As your main source for all of your wealth needs, we can help you make the right decisions.
Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants.
We pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests.
Discover the Assante difference.
Insurance products and services are provided through Assante Estate and Insurance Services Inc. Tax preparation, non-securities financial planning, and estate planning services are provided through Vancouver Financial Planning Consultants Inc. ("VFPC"). VFPC is an independent company unrelated to Assante Financial Management Ltd. ("AFM"), a member of the Mutual Funds Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation. Mutual funds are provided through AFM and only those services offered through AFM are covered by the MFDA Investor Protection Corporation.