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Testimonials

"We were looking for an IIROC member firm that understands how to provide integrated financial planning solutions to clients. Assante truly 'gets it', and is an ideal destination for financial advisors."

Scott & Darren Cale
Senior Financial Planning Advisors
Winnipeg, Manitoba

 

"A reputation for integrity and professionalism, based on high standards of excellence and a collective dedication to client service, was by far the most important factor in my decision to join Assante. I continue to be impressed by the tremendous resources and support available to me and my team in helping meet our clients' wealth management goals. Assante is clearly committed to providing the tools necessary to help its advisors build successful businesses."

Claudette Carrière
Financial Planner
Cambridge, Ontario

 

"I believe my core responsibility is to simplify my clients' financial lives, clarify their goals, and help them focus on successful actions. Assante fully supports this philosophy right from the beginning, and is perhaps the only financial services firm in Canada to offer both the total suite of services and the culture necessary to deliver on this client promise."

Gordon F. Stovel
Senior Financial Planning Advisor
Burlington, Ontario

 

"Leaving my home in Lebanon years ago to start a new life in a new country proved not only a challenge but an adventure. I am fortunate to be surrounded by a group of people so willing to have embraced my vision and my team – and that continues to show open-mindedness for new ideas and greater possibilities in my business. "

Sam El Chaer
Senior Investment Advisor
St. Laurent, Quebec

 

“Assante partners advisors and clients with some of the top wealth management professionals in Canada. A team of analysts, accountants and tax lawyers are readily available to assist us in delivering our promise to our clients."

Peter Pomponio
Senior Financial Planner
St.Laurent, Quebec

 

"Joining Assante is the best decision I've made since entering the financial planning industry."

Ernie Johnson
Senior Financial Advisor
Mount Pearl, Newfoundland

 

“I decided to change firms so that I could provide a more comprehensive wealth planning experience for my clients. At Assante, the belief holds strong that the key to building a successful firm is through knowledgeable advisors with growing practices focused on an integrated approach to wealth management. Behind that philosophy are the people and resources to help make this happen. Since I joined Assante, my practice has grown through consolidation of assets from existing clients and new business. Clients now refer me because they know I offer much more than just investment planning.”

Chris Ball
Financial Planner
Halifax, Nova Scotia

 

"The professional level of support that we received made our transition process to Assante effortless. And it doesn't stop there. We can rely on the staff and advisor support teams at Assante to lend a hand with many areas of our practice, from planning a client event to incorporating strategies for strengthening our business and client relationships. We are very happy to be part of such a dedicated team."

Ted Brown and Steve Chadwick
Investment Advisors
Prince George, British Columbia

 

"I came to Assante because they offer the freedom and flexibility that fosters a strong entrepreneurial spirit."

Phemon Ma
Financial Planner
Hamilton, Ontario