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"We were looking for an IDA 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

 

"Having been with Assante since the beginning, I can attest that the New Assante has transitioned into a world class wealth management firm"

Brad Willems
Senior Financial Planner
Abbotsford, British Columbia

 

"The Assante team was very progressive about meeting my needs, and allocated impressive resources to my transition."

Joe Gadoury
Senior Financial Advisor
Hamilton, Ontario

 

"My team chose Assante because we feel they have the leadership, management and resources to be the premier financial services company in Canada."

Shel Jacobsen
Financial Advisor
Prince George, British Columbia

 

"With Assante, I have the independence to do what is right for my clients, along with the strong corporate backing needed to follow through."

Patricia Howes
Financial Advisor
Toronto, Ontario

 

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

Peter Pomponio
Senior Advisor, Fully Licensed
Financial Planner

 

"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

 

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

Ernie Johnson
Senior Financial Advisor

 

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

Phemon Ma
Financial Planner