Assante Financial Management Ltd. is a leader in managing wealth for Canadian families and businesses. Serving the Renfrew County and Bancroft areas.

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.

Carolyne is a financial advisor with close to a decade of experience in the financial services industry working alongside families, small businesses, and individuals to achieve financial wellness through tailored advice and investment strategies.
She is passionate about educating and empowering individuals to make smart financial decisions - helping others reach their financial goals to create lasting wealth throughout the generations.

Carolyne joined Assante in 2014, after receiving her diploma in Business and moving back home to the Ottawa Valley. She completed the Canadian Securities (CSC) course.
 

On a personal note, Carolyne is a lover of family, travel, health & fitness. When she’s not in the office, you can find her spending quality time with her family, planning her next trip or training for her next marathon.

Born and raised in the Ottawa Valley, Casey Doner, a Certified Financial Planner (CFP) professional joined our team in 2016, bringing a dynamic approach to financial planning. With an advanced diploma in finance from Algonquin College, he specializes in retirement and estate planning, investments, and taxation. Licensed in life insurance, Casey ensures peace of mind for clients and their families. His commitment to holistic financial planning and well-being spans all ages. Casey is dedicated to helping clients achieve their financial goals with personalized and professional guidance. Beyond finance, Casey is an avid golfer and a passionate hockey and football fan. Casey looks forward to working with you in the future; please contact him for any of your financial needs.