Professional advice matters

Research shows that the longer you get financial advice, the more your assets grow.*

Advisors play a crucial role in keeping you focused on reaching your goals with confidence. With an advisor, you are better prepared to make informed financial decisions and you have a greater chance at saving more and retiring comfortably.

*Source: The gamma factor and the value of advice, by Claude Montmarquette and Nathalie Viennot-Briot, CIRANO, 2016

  • 1.7x
    4 to 6 years
  • 2.9x
    7 to 14 years
  • 3.9x
    15 plus years

Assante Advantage

Like the Rubik’s Cube, your financial matters can’t be solved one piece at a time. It requires synchronizing all of the elements of your wealth – investments, tax, retirement savings, estate and insurance. Through a complete approach to managing your wealth, your Assante advisor can help you solve the puzzle to financial success.

Locate an advisor near you

Assante Life

Mother, father and their adult children
Mother, father and their adult children
If you have only one child and she or he wants to be executor of your estate, consider yourself fortunate. But if you have two or more children, you must weigh several pros and cons before naming an executor or co-executors.
Two friends talking about loan
Two friends talking about loan
Has a friend or relative ever asked to borrow money? It can be an awkward situation. We’ve got several issues and guidelines to help you figure out what to do – including how to say no.
Motionball Gala Halifax
Motionball Gala Halifax
David Jones and Chris Rafuse have a sixteen-year history of commitment and fundraising for the Special Olympics Canada Foundation. Their latest efforts, for the motionball Halifax Gala, helped raise $60,000.