Our Process

Are all Financial Advisors the same?  We believe they are not. 

We believe that working with a competent advisor in whom you can place your trust is the dominant determinant of long-term, real-life investment returns necessary to realize your most cherished and valued goals.  The two most important things in a retired lifetime - and these have to be purchased everyday with your retirement income - are dignity and independance, as you define those goals.

 Who We Work With

We work with individuals, families and business owners to help them navigate their financial world with the goal that Assante will be the last stop in their search for a financial partner.  Our fully engaged clients –

  • Have discovered that wealth creates complexity and that the only working definition of money is Purchasing Power.  Currency isn’t money; it’s just currency, and it loses some of its purchasing power every day, because of inflation.  This is the cornerstone of all that we do.
  • Are serious about personal financial freedom and have important financial and life goals.
  • Want their money managed prudently and intelligently based on logic and expertise – not on marketing hype.
  • Delegate tasks that are outside their area of expertise.
  • Are seeking a long-term, trusting relationship with a professional advisor.
  • See the whole process of creating an investment and wealth strategy as important, and are committed to providing all the information that is required to create and execute a comprehensive plan.
  • Have in excess of $500,000 in investments and appreciate working with a professional with an agenda that is aligned with theirs.

What We Offer

When the markets are volatile and confusing, even the most patient investor may come to question the wisdom of the investment plan they've been following.

At Assante, we've seen a lot of difficult markets come and go.  And, we can certainly empathize with people who find the current environment troublesome and disturbing.  We'd like to help, if we can - and to that end here's what we offer: 20 minutes and a second opinion.

By appointment, you're welcome to come in and sit with us for a while.  We'll ask you to outline your financial goals - what your investment portfolio is intended to do for you.  Then we'll review the portfolio for and with you.

If we think your investments continue to be well-suited to your long-term goals - in spite of the the current market conditions - we'll gladly tell you so and send you on your way.  If, on the other hand, we think some of your investments no longer fit your goals, we'll explain why - in plain English.  And if you like, we'll recommend some alternatives.

To schedule a confidential meeting, please call Dianne at 1-800 246-7095 ext 221

Our Steps
Step 1

First, we get to know you, your financial position and your needs.  
We need to determine what you are trying to accomplish, how much time you have in which to accomplish it and what wealth resources you bring to the effort to achieve your goals.

Step 2

Together we will develop a plan for reaching your goals which will include an investment component/strategy.  If your situation requires a more in-depth Financial/Estate Plan, we can draw on the expertise of Assante Private Client's team of professionals including lawyers, tax accountants and financial analysts.

Step 3

Once we have clearly established your family’s financial objectives, I will recommend a portfolio which - at long-term historical rates of return - should produce a better long-term, real-life outcome for you

Step 4
Monitor and Review

Having implemented a high-quality portfolio of investments that are best suited to your long-term goals, I become your behavioural coach.  My role is to help you continue to make good decisions and avoid making inappropriate ones about what to do and what not to do regarding your portfolio.

Assante Private Client is a division of CI Private Counsel LP. which is an indirect, wholly-owned subsidiary of CI Financial Corp.