Gord Schakelaar,
Senior Financial Planning Advisor, Branch Manager
Welcome. As an Assante advisor, my goal is to help my clients build and preserve their wealth. I specialize in providing customized wealth planning advice and developing a comprehensive strategy tailored to their unique needs and goals.
With more than 1000 advisors and 300 offices, Assante is one of the largest independent networks of advisors in Canada. My relationship with Assante allows me to offer my clients a full range of wealth management services, including investment advice, retirement planning, tax planning, insurance and estate planning.
Please take a few moments to browse my website and learn more about Assante and how I can help you achieve financial independence and peace of mind with an integrated approach to managing your wealth.
I would be happy to discuss how we can work together to create a strategy that meets your needs - now and for the future. Contact me today for a confidential conversation.
Biography
For more than 16 years, I have been in the financial services profession helping individuals and families achieve their financial and lifestyle goals. One of my primary objectives is to provide a personal and informed approach to investing and financial planning. My experience postions me in helping identify opportunities and create proven strategies for my clients, that they can use to increase their wealth and enhance their lives.
To help facilitate these goals, I am mutual funds licenced and insurance licensed here in Ontario. Behind me are the resources of Assante Wealth Management, one of Canada's largest independent, non-bank owned financial services firms.
Please take time to browse through my web site. Please meet my team, Jeremy and Jeanette, we are here to offer you the best service and advice that we can and hope that you contact us to set up a meeting.
If you already have a financial planner, I can offer you a second opinion to confirm things are on track. If not, let me help you identify some opportunities that might enhance the quality of your life.
Insurance products are provided through Assante Estate & Insurance Services Inc.
Mission
We deliver integrated wealth management solutions to create wealth and prosperity for Canadian families.
Assante Story
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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