Our Team

Consistency over the years and into the future.....

For over 30 years, Sergio has built and managed a successful financial services business whereby he continues to dedicate one-on-one personalized service to his clients. Many of them have been with him since the very beginning and have gained a level of trust whereby his business continues to grow by referrals.

Integrity, trust and dedication to exceptional service are crucial to a successful advisor-client relationship. Through consistent focus on your best interests and ongoing monitoring and managing of your accounts, Sergio ensures that you remain on track to achieving your goals.

Please take a few moments to learn more about Sergio and his team and how they can bring the benefits of a personalized, comprehensive approach to wealth management to you.

Alan joins Sergio’s team and brings with him 15 years of investment experience from a variety of proprietary trading and private investment firms.

Prior to joining Assante Wealth Management, Alan worked as an investment/insurance advisor for Quadrus Investments and London Life. He joined Sergio’s team in Spring 2014.

Already licensed for investments and insurance, Alan is working towards acquiring the Chartered Investment Manager (CIM) designation. He will

be tasked with helping Sergio produce wealth and retirement projections, providing research towards top quartile investments and of course, insurance.

Alan is always available to provide you with quotes for personal insurance as well as business-owned group benefit plans. Please feel free to contact him directly.