Established Individuals and Families

Life in the Greater Toronto Area (GTA) can be very demanding for families and individuals, regardless of what stage of their stage in life.

Addressing investments, insurance, taxes and other financial matters is getting more and more complex.

Our objective is to help put the pieces of your financial puzzle together:

                       Puzzle Individuals ENG

You will benefit from our team's expertise as well as our added value as part of the Assante network:

  • We have the freedom and flexibility to offer objective financial solutions.
  • We have access to a network of experts via the Wealth Planning Group.
  • We can refer you to a Mortgage provider through third party organizations.
Contact us if you want to know more about the benefits of starting a relationship with us.
Insurance products and services are provided through Fernandes Financial Inc. Wealth planning services may be provided by the professionals of the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP. Assante Private Client is a division of CI Private Counsel LP, which is a wholly owned subsidiary of CI Financial Corp.