Assante Wealth Management

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.

Discover the Assante Advantage

Locate an advisor near you

Assante Life

young man using laptop
young man using laptop
Managing Covid-19 has challenged our economy, and we’ve all felt the fallout in our investment portfolios. But there are two things to keep in mind that will help you maintain peace of mind.
woman on her phone and laptop
woman on her phone and laptop
Considering each person has unique insurance needs, group life and health insurance plans do an excellent job in providing coverage. But you may have a gap or two that needs to be filled.
congratulating the 2020 wealth professional awards finalists
congratulating the 2020 wealth professional awards finalists
Assante Wealth Management’s service excellence has been acknowledged with seven nominations at this year’s Wealth Professional Awards in notable categories such as firm and advisor of the year.