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, I 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.
As your trusted advisor, I 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.
Call me to discuss:
Tax and Estate Planning Retirement Income Planning Business Succession Planning Investment Planning Advice Cash Management Charitable Giving Mortgage and Debt Management Insurance Planning
Canadians with financial advisors are more confident about their future.
Many Canadians find that they lack the financial knowledge, or the time required, to research all the options available to them to make important financial decisions.
Those without financial and investment advice may find themselves ill-prepared for some of the most important financial decisions they will encounter in their lifetimes.
Advised Canadians are shown to have substantially higher amounts of investable assets than non-advised Canadians, in both registered and non-registered forms and across all levels of income and age groups.
To learn more, take a look at The Investment Funds Institute of Canada's The Value of Advice Report.