Wealth Matters Webcast
Legacy planning: A key component for all Canadians
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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
Frank and Ray look far into the future, assessing both income and expenses to give us a plan we can work with. They have taken the time to get to know us and our family, and now that our children are in their twenties, they provide them with advice about their finances, mortgages and investing. Their timely reporting, annual general meetings, clear communications and 100% service-oriented attitude has made them invaluable partners in our lives.
David and Karalee G.
Vancouver, BC
Clients of
Vancouver, British Columbia
2009
I know there are many companies that offer financial services, but Assante Wealth Management has Joan Cosby; an intelligent, professional, energetic spirit who genuinely cares about her clients and their well-being on all levels. It’s a relief to know that the plan I started years ago to achieve my goals has been met today. As we continue to work with Joan, we are confident that we will meet each and every goal we make together.
Adriana Tattoni
Burlington, ON
Client of
Burlington, Ontario
2007
We need a financial advisor who we can trust, is approachable and understands our goals. Chris has fulfilled all those qualifications. He has helped us with not just investments, but our entire spectrum of financial needs including insurance, preparing for the funding of our child's education and setting up a family trust. With Chris's help, we feel that we have prepared ourselves for the future.
Nancy M.
Yarmouth, Nova Scotia
Client of
Halifax, Nova Scotia
2002
We never heard from our previous financial advisor and trying to talk to him was always a game of telephone tag. A family member recommended Josh and after our very first meeting we knew he was the right person to help us meet our goals. We are very happy and recommend him for his commitment to your financial planning.
Lori and Eyrill E.
Oro-Medonte, ON
Clients of
Barrie, Ontario
2009
I have been involved in the business world all my working life and don’t have the time or knowledge for my investments. Tony and his staff have made me feel very comfortable and I am confident in the advice and decisions he has made for me. I am happy with my financial gains throughout the years and would be pleased to recommend Tony to any of my friends.
Murray H.
Orillia, ON
Client of
Orillia, Ontario
1993
Assante Life
Oct
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You and your spouse have been putting it off but you decide it’s finally time to get your wills and estate planning in order. Here’s what you need to know.
Oct
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Of the G7 nations, Canada is the only one without an estate tax. But the federal government still has its ways of collecting tax when someone passes. There are ways to minimize the amount of tax payable by an estate. Here are some of the more common strategies.
Sep
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Peter Pomponio, along with advisors and clients from Québec, helped raise $139,000 towards sport for the Montreal Children’s Hospital Foundation and an fMRI machine for the Montreal General Hospital.