Solutions & Services

We offer clients a full choice of solutions and services to meet their financial and life management needs:

Tax-Free Savings Accounts: a new way to save
Investment solutions: mutual funds, stocks & bonds including price and performance information
Wealth Planning: a broad range of wealth planning resources to deliver customized solutions for your unique needs
Insurance solutions: tax shelters, income protection, insured annuities, GICs and more
Cash Management: lines of credit, RRSP loans, bank accounts and more
Mortgage Referral: our mortgage referral arrangement through Invis
Discount brokerage: self-managed brokerage through Qtrade Investor, Canada's Leading Independent Online Brokerage
The Path to Wellness: health care concierge program
Turbo Tax: 20% discount for 2012 tax year

Assante advisory services are offered through Assante Financial Management Ltd. and Assante Capital Management Ltd. Assante Capital Management Ltd is a member of the Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Please refer to LEGAL for products and services.