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
I have found David to be knowledgeable and conscientious. His passion to identify the appropriate financial solutions has led to an investment approach based on the research of the world's leading financial minds. The result has been an investment strategy that is grounded in academic science. With a focus on client education, David and his team regularly communicate with us by email, phone calls and meetings. I can confidently recommend the services of David Woo.
We have benefited from financial and investment advice we have been receiving from Ted Vanos since becoming clients in 1989. Our relationship with Ted is personal, with recommendations specific to our need. The advice given has progressed with the growth of our business to include retirement and wealth planning, insurance coverage, and investment advice. His team is usually able to answer any questions or concerns we might have. When they don’t have the answers, they will refer us to a member of Assante’s Wealth Planning team. We continue to be extremely pleased with the service provided.
My wife, Elizabeth, and I are comfortably experiencing over 20 years of investment services and subsequent fruition with Catherine Hurlburt as our foresighted teacher, counselor, life planner and financial advisor. Catherine was instrumental in guiding me over an eight-year period when I had been named co-executor in my uncle’s complex business and personal will. I endured eight tumultuous years of lawyer incompetencies and firing, co-executor disagreements and a resignation, tax complications, accounting firm errors and resignations, plus far more. Only with Catherine’s assistance and resourcefulness was I able to survive until the estate closed.
Brad and Jared help us to look at things holistically. They've helped us craft a retirement strategy and have resolved our estate planning concerns. Regardless of who we're working with on the team, we've always experienced the same thing: the highest degree of honesty and integrity.
In 2008, my wife and I felt somewhat abandoned by our bank's financial advisor. By chance, a friend invited us to attend a public information session hosted by Assante. We were very impressed by the ability of the speakers to address our concerns and doubts. Rick Langille and his team have provided us with outstanding service over the years. We enjoy the periodic group information sessions that allow us to keep up to date about current trends in the financial world. Thanks again, Rick, to you and the team for all your hard work.