Back to top

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

Senior couple planning retirement
Senior couple planning retirement
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.
Retired couple on beach
Retired couple on beach
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.
Assante Dorval President Peter Pomponio and Max Pacioretty
Assante Dorval President Peter Pomponio and Max Pacioretty
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.