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Lifestyle For Lifetime

Experience the Assante Advantage

We understand that wealth creates complexity

As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them.

We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way.

The advice you need when you need it

We Offer

Your Assante advisor will work with you to develop a personalized wealth management strategy to meet all your financial milestones.

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Investment services and strategies

Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire.

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Tax planning

There are tax implications to each and every element of your complete wealth plan, but we can deploy a whole arsenal of tactics to minimize your tax burden.

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Retirement planning

Develop a retirement plan that capitalizes on the opportunities of today and is sustainable over the long term.

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Risk management and insurance

With the help of your Assante advisor, you can implement a program that strengthens and safeguards your family’s financial security through a personalized plan.

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Estate and legacy planning

You can’t take it with you, but you can decide where it will go and how smooth the transition will be.

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Charitable giving

By incorporating your philanthropic goals into our wealth planning process, we ensure your wealth and values can leave a lasting impact.

Principles & Values

Holistic Advice

We develop long-term relationships with our clients to gain a deep understanding of their unique circumstances in order to provide them with personalized solutions to reach their goals and objectives. 

Communication

The key to exceptional relationships is open and honest communication. That is why we are committed to clear and transparent communication with our clients, partners and each other. 

Social Responsibility

We believe life is richer when one participates in and contributes to a larger community. We encourage clients to consider what is really meaningful to them and to plan their financial lives with outcomes which satisfy their core values and beliefs. 

Simplicity

Wealth creates complexity. We strive to simplify and bring clarity through expert advice. 

Excellence

We take great pride in our professionalism. We pursue best practices and relentlessly strive to achieve excellence in all of our business activities. 

Life-Long Learning

We believe in life-long learning. Knowledge is essential to achieve success therefore we are committed to investing in ongoing education for the benefit of our clients. 

Want to learn more?

How do you know where you are going if you do not have a plan? As your trusted advisors, we sit down and engage in a robust discovery process to really get to know you. We will work with you to understand your current financial situation, and we will formulate an investment plan that considers your entire financial well-being.

Savings with no plan?

As your trusted advisors, we will assist you in creating a vision of what your retirement could be. We will review where you are now and what is possible in the future by looking at your income and expenses, your desired lifestyle, and what you wish to provide for the people and causes you care about. We aim to provide you with clarity about how you can achieve a comfortable retirement.

Uncertain if you’ll have enough to retire? 

We believe that your legacy is important. As we get to know you, we will assess your goals and priorities and develop your charitable giving strategy to minimize the amount of taxes you will pay and maximize the impact of your giving.

Want to leave a legacy to the people or causes you care about? 

One of our goals is to ensure that your family is well taken care of and best positioned for future success. We will help develop a savings strategy for your children’s education, ensuring that you maximize the amount of government assistance available. And when it comes time to withdraw funds for your children’s education, we will be here to advise you on how to do so effectively and tax-efficiently.

Need to save for your children’s education? 

As your advisors, we help develop the proper strategy to save and provide income for your disabled loved ones as they age. We will help maximize the amount of government assistance they receive and minimize the impact on their provincial disability benefits.

Looking to save for a loved one with a disability? 

As your trusted advisors, we help you protect your assets from being unjustly taken through litigation or divorce. Throughout our comprehensive planning process, we will work with you to help identify what your risks are and offer recommendations to help you and your family maintain your lifestyle.

Want to protect your lifestyle for your lifetime?