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

Portrait of retired couple
Portrait of retired couple
For couples, pension incoming splitting and pension sharing are two ways you can adjust your taxable income reduce total taxes.
African grandmother and granddaughter
African grandmother and granddaughter
Do you think that designating a beneficiary for your RRSP or RRIF is as simple as filling a box on a form? You might be surprised by the thought involved beforehand and choices available.
Serge Savard Invitational Golf Tournament
Serge Savard Invitational Golf Tournament
Peter Pomponio, Managing Director of Assante Quebec, is partnering with some of Canadian hockey’s top stars to fulfill a $5-million-dollar donation goal for student athlete development programs at the University of Sherbrooke.