Experience the Assante Advantage - Duncan Presant

Complete Financial Advice For All Your Wealth Planning Needs

Choosing a financial partner is one of the most important decisions you’ll ever make.

That’s why so many Canadians choose Assante Wealth Management.

We’re committed to providing you with complete wealth planning advice to help you achieve your life and legacy goals. Our comprehensive approach takes into consideration each piece of your financial situation to solve the puzzle of building and preserving your wealth.

Whether you’re a business owner, planning for retirement, saving for your family’s future or looking to make a difference, you can feel secure knowing that your financial needs are being looked after by an Assante advisor.

The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Useful Links

CI Tax Retirement and Estate Planning 

CICEA - Canadian Institute of Certified Executor Advisors

Assante Private Portfolio 40i60e