Dave Poeta, CFP
Senior Financial Planning Advisor
Integrity and trust are the cornerstones of any client-advisor relationship. This is especially true in the personal financial and investment planning business. A Senior Financial Planning Advisor with Assante Capital Management Ltd. since 2000, David A. Poeta, B. Comm (Concordia University) and a CFP professional since 2010 has fostered literally hundreds of solid relationships built on this very foundation of uncompromising ethics.
Dave’s goal is to “simplify and enhance" his clients' lives. Surrounded by a solid platform of experts, he prides himself on offering financial planning and service excellence to his clients and their families. Dave believes that every client is unique and he develops sincere relationships by working with each of them one-on-one to create tailored programs to accomplish stated financial objectives.
Dave believes in supporting his community on all levels and is very proud to be an integral part of the Sudbury community.
Insurance products and services are provided by Assante Estate and Insurance Services Inc.
The Case for Equities
Sep 29, 2021
Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....Read more
Borrowing to invest
Sep 09, 2021
Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....Read more
Lesser-known ways to profit and save
Sep 09, 2021
Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....Read more
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