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Our Services
As a team of specialists, our role is to work side-by-side with you bringing expertise in the areas of wealth management.
Services:
- Financial Planning
- Retirement Planning
- Estate & Succession Planning
- Tax Planning
- Investment Planning - RRSPs, RRIFs, RESPs, LIRAs, TFSAs, RDSPs, Pension Plans
Products:
Investment products;
- Mutual Funds
- Individual Stocks
- Individual Bonds
- High Interest Savings Accounts
- GICs
- Flow Through Shares
- ETFs
- Wrap Products
- IPOs
Insurance products*;
- Life Insurance
- Disability Insurance
- Critical Illness Insurance
- Long-term Health
- Best Doctors Program
- Mortgage Insurance
- Travel Insurance
- Annuities
- Segregated Funds
Individual Insurance Planning
Group Benefit Planning
- Traditional Group Insurance
- Self-insured PlansGroup
- Savings Plans (RRSPs, DPSP, Defined Contribution Plans)
Debt Management - Traditional mortgages, secured lines of credit
Group Benefit products;
- Life Insurance
- Critical Illness Insurance
- Disability Insurance
- Health & Dental Plans
- Health Spending Accounts
- Private Health Service Plans
*Insurance products and services are provided through Assante Estate and Insurance Services Inc. Mortgage products and services are provided by Assante Capital Management Ltd. through its strategic partnerships with Invis.