Becoming a client

At Assante, we make sure you have all the information you need before making such an important decision as choosing a financial advisor. We provide all prospective clients with a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, then formulate a plan to help you meet those goals. In the end, you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family.

To learn more about the benefits of being an Assante client, take a closer look at our customized approach below, or contact me for a discovery session.


Our Steps


Module 1



First, we get to know you, your financial situation and your needs, by understanding your personal financial philosophy and goals.

Module 2



We will conduct a thorough analysis of your current financial situation, drawing on the expertise of Assante Private Client, a division of CI Private Counsel LP. These include chartered accountants, lawyers and investment specialists. Each provide specific expertise in tax minimization, esate and will planning, small business ownership, pension management and insurance needs evaluation.

Module 3



We understand that each person and each business is unique. Your customized financial strategy will identify and offer strategies to address the financial challenges and opportunities that you and your family face. As your advisor, I will assist you in setting financial goals that are designed to ensure they are measurable and attainable. 

Module 4



We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your life. We work together to respond and make plans that give you an advantage with the investment markets, tax laws and economic realities that impact you. As an advisor, who is committed to your success, it is imporant that we review and adapt to those changes and life events that influence your financial future.