In our practice at Assante in Bedford, we thrive on helping clients plan their financial health so that when they reach their 50’s and up, they will have peace of mind, knowing that their financial future is in tip top shape.
When we begin a relationship with a client, we like to cover the whole scope of their Investment scenario, which would include all Registered and Non-Registered products, TFSA, Tax Planning, Insurance, Wills, Powers of Attorney, and even helping clients with their credit requirements.
We have at our fingertips, a team of professionals from the Wealth Planning Group of United Financial, a division of CI Private Counsel LP, who can work with us and our clients to ensure they are receiving the
most accurate information and planning strategies to maximize the client’s portfolio success. These professionals provide expertise in the insurance field, corporate tax structure, wealth management solutions and estate planning topics.
Our forte is getting to know the client, reviewing what they currently have, then together with them and our support team, we give them a plan that will carry them into their retirement years. We take complicated situations and make them simple, so that our client understands exactly what they have and where they want to be in the future.
For us satisfaction is having a client tell us their dreams then working with them to accomplish those dreams. Then getting to watch those folks enjoy their retirement years with peace of mind.
By helping our clients reach their dreams they have given us referrals, which is one of the highest rewards you can receive in our business.