When you become a client, you are entrusting your financial wealth to a dedicated, enthusiastic team of professionals. David Demoe (CFP) has over 15 years experience providing specific financial, tax, and retirement planning advice to Canadians of high net worth. His work background with Canada Revenue Agency, and as a financial advisor with two major Canadian financial institutions, gives him added insight to ensuring his clients maximize their investment capital, while minimizing their tax exposure.

The Certified Financial Planner credential is one of the highest qualifications a financial professional can attain. It is the mark of a highly trained, highly ethical professional who adheres to internationally recognized professional standards. As a Financial Advisor, David Demoe will assist you with growing your wealth.

Trevor Marsh, Financial Advisor, CA, CFP, has over 20 years experience in the financial industry with extensive knowledge of accounting practices and financial analysis. His accreditation and experience is a great asset to our team.

Melissa Procopio is our Administrative Associate and has been an integral member of our team for over 6 years.

This Assante Capital Management Ltd. team is a leading provider of integrated wealth management solutions offering financial services to individuals, families and businesses in the Niagara Region. Their office can counsel on retirement planning, tax minimization strategies, investing severance packages, and the whole range of investment opportunities to manage your financial assets.

David Demoe:  “Our team approach provides clients with integrated financial services to create wealth and secure their financial legacies. We work closely with our clients, to understand their desires and anticipate their financial needs. With our combined expertise as financial advisors and as a chartered accountant, we’ll recommend the best plan for any given financial situation.”

“We offer a comprehensive financial strategy based on personalized, professional advice.  Our solutions focus on what’s most important to our clients – reaching a level of financial security to enjoy all of life’s experiences.”

Call Melissa for a no-obligation meeting – 905-680-3095