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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: An econometric analysis of the value of advice in Canada, by Claude Montmarquette, CIRANO, 2012

  • 1.58x
    4 to 6 years
  • 1.99x
    7 to 14 years
  • 2.73x
    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

The Estate Freeze: Who should use it and why
The Estate Freeze: Who should use it and why
Apr
26
On May 10 at 2 p.m. ET, our wealth planning focus is on estate freezes and why they may be useful to business owners. We will also hear from Samuel A. Sanom, Vice President and Equity Portfolio Specialist of Wellington Management on their outlook for the U.S. equity market.
Différentes données fournissent différentes perspectives
Différentes données fournissent différentes perspectives
Apr
26
The excitement fuelled by U.S. President Donald Trump may have eased somewhat, but many market indicators imply that investor optimism persists. By many measures, investors are as fearless as they have been in about a decade.
The Assante Group of Seven Wealth Advisors
The Assante Group of Seven Wealth Advisors
Mar
01
Assante Wealth Management and 10 Assante advisory practices have partnered with the McMichael Canadian Art Collection to celebrate the 50th anniversary of the McMichael Canadian Art Collection and the 150th anniversary of the Confederation.