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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

Hero image - Death and taxes: What you need to know now
Hero image - Death and taxes: What you need to know now
Feb
15
On February 15, our wealth planning focus is on taxation at death and what you can do to prepare for it. We will also hear from Daniel Bubis, President and CIO of Tetrem Capital Management on their structured investment process.
Incertitude
Incertitude
Jan
19
Last year was full of surprises, the biggest being the election of Donald Trump as the next U.S. president.  While there are many unknowns regarding the “Trump effect,” it continues to push stock valuations higher. We are maintaining a “boring” position in our portfolios until there is more clarity...
Calgary branch raises thousands for Wood’s Homes programs
Calgary branch raises thousands for Wood’s Homes programs
Feb
08
Assante advisors Greg Snider, Wayne Hill and their team at The Beacon Group of Assante Financial Management Ltd. in Calgary hosted a celebration of the holiday season that was focused on their client’s families and supporting Wood’s Homes of Calgary.