Over 30 years of experience

The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow.

We also know that managing your wealth can be complex and time-consuming.

As your Assante advisors, together we will help you define and prioritize each of your goals, and we build a comprehensive wealth plan that will help you achieve them.

We will walk beside you throughout your life to help you navigate all the challenges and complexities you may face along the way. 

 

OUR SERVICES

Wealth Planning

Build a Financial Roadmap for Your Future

Achieving your financial goals starts with a solid plan. Our wealth planning approach integrates investment strategies, tax efficiency, and estate planning to help you grow, protect, and transfer your wealth. Whether you’re saving for a home, planning for retirement, or securing your family’s future, we’re here to guide you.

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Investment Solutions

Smart Investments, Personalized for You

Maximize your wealth with a diversified investment strategy tailored to your goals and risk tolerance. From TFSAs and RRSPs to private investment pools, we offer solutions designed to grow and protect your assets. Let’s create an investment plan that works for you.

Explore Your Options

Retirement Planning

⏳ Retire with Confidence

Your golden years should be stress-free. We help you navigate RRSPs, RRIFs, and pension strategies to create a steady income stream in retirement. Whether you’re just starting or approaching retirement, we will support your financial future to help keep it secure.

Start Planning Today

Tax Strategies

Keep More of What You Earn

Smart tax planning can make a big difference in your financial success. We help you minimize taxes on investments, structure withdrawals efficiently, and optimize your savings using TFSAs, RRSPs, and corporate strategies. Let’s build a tax-efficient plan for your future.

Discover Tax-Saving Strategies

Estate & Legacy Planning

Leave a Lasting Legacy

Ensure your wealth is protected and transferred smoothly to your loved ones. Our estate planning services include trusts, wills, and tax-efficient strategies to help you build a meaningful legacy. Plan today for peace of mind tomorrow.

Secure Your Legacy

Recent Posts

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Have Trump’s presidency and DeepSeek's launch altered the U.S. equity outlook? Join Munro Partners for an in-depth look at Trump 2.0 and the future of AI....

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Charitable giving through a donor-advised fund

Mar 21, 2025

With a donor-advised fund (DAF), you can give tax-effectively to charities now and through your will....

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Can you trust “finfluencers”?

Mar 20, 2025

Millions of followers look to financial influencers on social media for information and advice. Find out about the pros and cons of getting financial guidance in an unregulated space....

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Office Address

6980 Maritz Drive Unit # 15
Mississauga, Ontario
L5W 1Z3 Canada