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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

Assante Life

Senior adults using tablet
Senior adults using tablet
Aug
20
Fraud is one of the most widespread crimes against seniors in Canada. Here’s a look at some of today’s most popular scams, which have cost seniors anywhere from hundreds to thousands of dollars apiece.
Mother and father playing with child
Mother and father playing with child
Aug
15
When your goals or life situation changes, your portfolio may need to change too. Here are three illustrations of how we might adjust your portfolio as your life changes.
Charitable Giving
Charitable Giving
Jul
09
Our new Charitable Giving Program aims to incorporate philanthropy into our clients’ wealth plans. Here’s what you need to know.