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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.




  •  Financial Planning
  •  Retirement Planning
  •  Estate & Succession Planning
  •  Tax Planning
  •  Investment Planning - RRSPs, RRIFs, RESPs, LIRAs, TFSAs, RDSPs, Pension Plans



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.

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