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Assante is dedicated to meeting your complete financial and life management needs - whether investment, insurance, estate, banking or tax-related. Assante provides access to a broad range of highly skilled professionals, services and solutions through one point of contact ... your trusted Assante advisor.

Many people make the mistake of managing their wealth in pieces - through many different people, such as a financial planner, a broker, an insurance agent and a banker. Not only is it time consuming, but each professional can end up making recommendations without full knowledge of the others’ advice.

As an Assante advisor, I put all the pieces together for you. I will get a complete understanding of your financial situation, your goals and aspirations, and then provide comprehensive, integrated solutions tailored to your specific needs.

Objective advice and choice are essential to client satisfaction and success. I can bring you a wide range of options, supported by an extensive network of expertise, so that you can meet all of your needs in one place.

Meeting your complete financial and life management needs

Assante offers all of our clients full choice.

We carry one of the biggest selections of mutual fund and third-party solutions in Canada. We can provide a wide variety of competitive, banking-related services including loans, lines of credit, credit cards, GICs and more, offered through our partnerships with major financial institutions. Our insurance solutions are top of the line and can help you protect and accumulate your wealth, build your estate and manage your financial risk. Our industry partners include: Manulife, Canada Life, AIG, National Life, Maritime Life, Transamerica and Sun Life. To learn more about our insurance offering, please read the Assante Estate & Insurance Services brochure "A Lifetime of Financial Security and Peace of Mind" (721KB PDF) .

And we offer our own value-added solutions, designed to manage your wealth for you in the manner you choose.

United Financial Investment Solutions

• Artisan Portfolios provides advanced portfolio management in one package for people with as little as $2,000 to invest. Each portfolio holds a mix of third-party mutual funds from some of Canada’s most respected mutual fund companies.
  
  
• Optima Strategy Asset Management Service (AMS) is targeted at investors who require a higher degree of customization and advice and who have accumulated at least $100,000 in household investable assets. It takes a more comprehensive and client-specific approach, customizing a portfolio across family accounts using up to 18 exclusive investment pools.
  
  
• Private Client Managed Portfolios is a wealth management program designed for clients with even more diverse and complex financial planning needs. Targeted at clients with over $1 million to invest, Private Client Managed Portfolios offer attentive client service through private client managers and comprehensive wealth plans prepared by a team of legal, accounting and financial professionals.
  
  
• Institutional Managed Portfolios provides access to advanced portfolio management traditionally available to multi-billion dollar pension funds. With the strength and expertise of some of the world’s leading institutional investment managers, they are working to help you preserve and grow your wealth.
  
  
• Evolution Private Managed Accounts is a tailor made solution offering diversification not only across asset classes such as equities, bonds and real estate, but also by country, market capitalization, industry sector and investment style.

Please contact me at your convenience to discuss your financial and life management needs.

Assante advisory services are offered through Assante Financial Management Ltd. And Assante Capital Management Ltd. (Member - CIPF). The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.