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
4 to 6 years
7 to 14 years
15 plus years
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.
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Angela has overseen the financial needs of our family, offering professional guidance and advice at every step. With her assistance, we set long range financial goals and a plan which has weathered fluctuations. As a result, we were fortunate to enter retirement with a strong, sustainable tax efficient plan in place. We have always appreciated Angela’s attention to detail and personal touch in consistently providing her expertise to guide our life and estate planning.
I am making my morning coffee, after calculating my estimated net worth, and feel the need to thank you and your team for all you have done for me over the years. You have helped me achieve my financial dream of having a secure and worry-free income in my retirement.
Thank you, for not only expertly guiding our financial planning for our present and future lives, but also for the personal attention you so kindly add. We appreciate the many invitations to various Assante-supported events. You are very dedicated financial advisors, but just as importantly, you take the time to know your clients on a personal level, which makes for a very comfortable and effective working relationship.
You have gone above and beyond understanding our goals and objectives and have always explained to us the ups and downs of the market so we fully understood.
We wanted you know how pleased we are with the growth of our Private Client Account and to let you know how grateful we are for you and your team, Joe and Mary. If you weren't available we could always rely on either one of them to help us out. It is always a pleasure to work with all of you and because of you and your team we can enjoy entering this new stage of full retirement.
Janine is the perfect example of somebody who isn’t just in the investment business, she’s in the financial advisory business and that encompasses your whole financial life; what your priorities are, and what your realities are, and how you can balance those, and potentially achieve far more than you thought you might be able to.