Stephen Atkinson

Financial Advisor

Planning for your financial future is more than just looking at numbers. To me, it's the people and dreams behind the figures that matter the most.

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.

If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

The Assante Advisor

At Assante, what really distinguishes the quality of our advice from everyone else is the quality of our advisors.  We are one of the largest Canadian professional services firms in wealth management, with an enviable roster of respected, knowledgeable and dedicated advisors.  So it should come as no surprise that we have more than our fair share of the prosperous clients. 

Choosing a financial partner is one of the most important decisions you will ever make, for yourself or for your family.  Your whole future depends on it.

That's why so many astute Canadians choose Assante and, we think you would be well-advised to count yourself among them!   There is a tremendous advantage to having one contact for all your wealth management needs - an expert who is intimately acquainted with, and personally in touch with every detail of your family's financial affairs.

Assante advisors have the skills, the strategies and the support to serve the increasingly complex demands of successful clients.  Nobody knows more about administering, investing, diversifying, sheltering, bequeathing, preserving and augmenting your hard-earned wealth than we do.

But it all starts with you.  Only by understanding your needs and goals can your Assante advisor design a comprehensive strategy that will meet, or exceed them.

Here’s the list of our advisors at our branch available to provide financial advice to you and your family:

  • Stephen Atkinson
  • J. Austin Davey
  • Richard Malette
  • Paul Moskal
  • David Poeta              
  • Helen Walter
  • Kendall Yeomans


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