Assante advisors simplify the complex elements of wealth, providing you with complete financial advice to meet your life goals.
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
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
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.
Tony has been working on behalf of 3 generations of Jewitts for 25+ years. Through his financial planning, investing, and tax advice, he has given peace of mind to our whole family. His hard work, tailoring individual plans to each family member, pursuit of strong returns while preserving our capital has meant that the financial journey over the decades has been an easy trip. Thank you Tony for all you have done for us.
“Thank you so much for your guidance and support while helping my mother and I through a transitionary period. Your team is worth its weight in gold!”
Laura’s mom, Billie, is 84 and was living on her own about 75km from Laura. In January 2017 she was diagnosed with dementia, and it became pressing that she move closer to Laura. We did a financial snapshot with multiple scenarios, showing different costs of care as well as different income levels to give them comfort that Billie would be able to afford any care she would need in the coming years. The end result was peace of mind.
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 look forward to our annual meeting…However, what is even more important is the knowledge that I can contact you at any time if I have a concern or problem. Last fall when I was worried, your suggestions reflected not only an awareness of my financial situation but also an understanding of me as a person. I value the fact that I get recommendations from you specific to my particular situation…I have recommended you without reservation to my friends as someone in whom I have complete trust and confidence.
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.