Alan Stewart, BA, CMA
Financial Planning Advisor
Welcome. As an Assante advisor my goal is to help my clients achieve financial independence and the kind of life they want to live.
I do this by developing comprehensive and personalized financial strategies tailored to their personal dreams and goals.
Behind me are the resources and expertise of Assante, one of Canada's largest independent non-bank owned financial services firms. As your Personal CFOTM I offer integrated and comprehensive financial planning, wealth management, investments, tax and estate services, insurance, and retirement planning.
As an Assante advisor, I believe every client deserves exceptional service. That's why I get to know my clients - their jobs, their family, and their aspirations - and pride myself on delivering financial solutions to simplify and enhance their lives.
Please take the time to browse through my Web site. On it you'll find important information about:
- What to look for in an advisor and how Assante's unique combination of personalized service, expertise and choice is hard to beat
- What to expect from me as your Personal CFOTM - my background and expertise
- What sets Assante apart from other financial services firms - our history and how we've grown rapidly across Canada by delivering wealth management solutions
Thank you for visiting my Web site. I believe every family can have a better quality of life with the help of an Assante advisor. Please contact me at your convenience to find out how I can help you achieve your dreams.
Biography
Al Stewart B.A., CMA
Assante Capital Management Ltd. - Member CIPF For close to 16 years, Al has been helping individuals and families achieve their financial and lifestyle goals. Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his client's lives.
Among the greatest strengths he brings to his client relationships are his knowledge, integrity and commitment to exceptional service. Building on a B.A. in Business and Economics from the University of Western Ontario, Al has earned the Certified Management Accountant designation, recognized internationally as a top professional accreditation. Al spent 25 years in various financial/corporate planning areas of one of Canada's major transportation companies prior to moving to the Cobourg area. A strong contributor to the community, a member of both the Cobourg and Port Hope Chambers of Commerce, and the Cobourg Yacht Club. If you would like to learn more about Al's credentials and what he can do to help you achieve your goals, or if you have any questions about financial and life management, please call 905-372-9542 or e-mail: astewart@assante.com.
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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