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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

New measures on the principal residence exemption
New measures on the principal residence exemption
Apr
24
The principal residence exemption provides a way to shield an economic gain arising on the sale of a qualifying residence, such as your home or cottage, from taxation. In October 2016, significant proposals were announced relating to the PRE.
Augmentation du prix du petrole en 2017
Augmentation du prix du petrole en 2017
Apr
03
Among many surprises during 2016 was OPEC’s November agreement to limit oil production – the first such agreement in eight years. Perhaps more surprisingly, it extended beyond the cartel, as Russia agreed to unprecedented cuts to its own output.
The Assante Group of Seven Wealth Advisors
The Assante Group of Seven Wealth Advisors
Mar
01
Assante Wealth Management and 10 Assante advisory practices have partnered with the McMichael Canadian Art Collection to celebrate the 50th anniversary of the McMichael Canadian Art Collection and the 150th anniversary of the Confederation.