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.

Locate an advisor near you

Assante Life

black couple on beach
black couple on beach
Feb
06
Here are some tips on how financial, estate and retirement planning changes as you navigate through your 50s and 60s.
farm on a sunny day
farm on a sunny day
Jan
16
If you plan to transfer farm inventory to the next generation, you may consider transferring the inventory over a number of years to spread the income and resulting tax liability over those years.
One Life Gala Sponsorship
One Life Gala Sponsorship
Jan
21
Assante Wealth Management is taking charitable giving to greater heights as the presenting sponsor of the ONE LIFE gala benefiting the children of families fighting cancer at Princess Margaret Cancer Centre.