Alan Munro, BSc, FCA, CFP, CA
Senior Financial Advisor
Welcome. As a Fellow of Chartered Accountancy(FCA), a Certified Financial Planner (CFP), and a Senior Financial Advisor with Assante Capital Management Ltd., my goal is to help my clients realize their dreams and aspirations during retirement. I do this by developing comprehensive and personal financial strategies to help my clients achieve their personal dreams and goals. This involves a balanced investment strategy, along with proper tax and estate planning. To help facilitate these goals, I am insurance licensed and I can advise on a vast array of securities. Behind me are the resources of Assante, one of the largest Canadian professional services firms in wealth management, supporting close to 1000 advisors who oversee $ 27 billion in assets for 300,000 clients and their families nationwide. Within the community, I was President of the Halton Peel CA Association from 2003/2005 and President of the Mississauga-Meadowvale Rotary Club in 2005/2006. I am currently active in both organisations. To contribute back to my profession, I am currently a board member of the Financial Planning Standards Council (FPSC), the organisation that issues and maintains the CFP designation. Please take time to browse through my web site. There are general articles about financial planning and what to look for, but I would specifically draw your attention to: With my assistant Jane, our goal is to offer you the best service and advice that we can and hope that you contact us at 905 607-7981 to set up a meeting. If you already have a financial planner, I can offer you a second opinion to validate that things are okay. If not I may reveal a few minor flaws that may become major in the future. Insurance products are provided through Assante Estate & Insurance Services Inc.
We deliver integrated wealth management solutions to create wealth and prosperity for Canadian families.
Founded in 1995, Assante Wealth Management is a leading provider of
integrated wealth management solutions, designed to meet the needs and goals of
individuals, families and businesses across Canada.
Our advisors and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth planning group available through our sister-company, CI Investment Inc. and United Financial, a division of CI Private Counsel LP.
Be well-advised is our promise to you.
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