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Alex Carter CFP, CIM | Rudi Carter M.A., CFP
Senior Wealth Advisor, Branch Manager | Senior Financial Advisor
Welcome to the Rosedale Branch of Assante Capital Management Ltd. Financial planning is more than just numbers. To us, it's primarily the people and dreams behind the figures that matter the most.
As Assante Advisors, we can help you make wise financial decisions, gain peace of mind and achieve your dreams for the future whether it's for a worry-free retirement, running a business, sending children to college, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause.
Managing your wealth on your own can be complex and time-consuming. We 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, we can help you make the right decisions about your wealth and help you build the future you desire.
We understand that each personal and business situation is unique. We conduct a thorough analysis of your current financial situation and draw on the expertise of our sister company, United Financial, a division of CI Private Counsel LP. The wealth planning group with United Financial is comprised of tax lawyers, tax accountants, financial analysts, insurance experts and estate planning professionals who work closely with your legal and accounting professionals to provide you with a unique wealth advisory experience.
As part of a leading wealth management firm in Canada, United Financial’s wealth planning group provides unique wealth advisory experiences for some of Canada’s wealthiest individuals, families and companies.
Our association with Assante Wealth Management allows us to provide a comprehensive level of expertise and sophisticated services for affluent individuals, business owners, professionals, retirees and their families that encompasses all aspects of their business and personal life.
Whether you are enjoying significant profits in your business, have become the beneficiary of a sizable estate are about to liquidate major personal or business assets, planning to sell your business, or want to explore a more integrated strategy to managing your wealth - we invite you to talk with us first. We can help you reduce the stress associated with these major changes in your life and give you the freedom and comfort to run your business and personal affairs with more confidence and peace of mind.
We invite you to experience the simplicity of a coordinated approach to managing your wealth that integrates all aspects of your personal and financial well being through a single point of contact.