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: An econometric analysis of the value of advice in Canada, by Claude Montmarquette, CIRANO, 2012
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
Prior to meeting Tina, our investments were made on an ad hoc basis that resulted in a collection of investments rather than a structured portfolio. Tina helped us make informed investment decisions that were designed to meet our financial goals both in the short term and looking ahead to our retirement years. We now have a portfolio that is diversified and tax-efficient. We have been extremely pleased with the advice and approach Tina has provided.
Frank is my Personal CFO. He provides the highest level of service: he is ultra-organized, he is proactive and he respects my time. As an excellent communicator, he cuts through complex financial issues and consistently provides me with practical, highly-effective advice. Working with Frank, I continue to exceed my financial goals.
We had a dream to retire at an early age. When that time came, the decision was huge and the questions many. Tony and the team at Assante helped us understand all the things we needed to know. From investment and tax strategies to life insurance and estate planning, Tony has helped us make our dream a reality, and we are now enjoying everything we worked for. Assante (Tony) is our most valuable asset!
Prior to becoming a client of The Thomson Team I had a negative experience with a financial advisor that left me feeling cautious and skeptical. The Thomson Team consistently provides trustworthy, competent advice, which makes me feel very confident and safe in their hands. I have enjoyed their conscientious and amiable customer service, and have benefited from their superior knowledge of the market for over 20 years.
We need a financial advisor who we can trust, who is approachable, and listens to what our goals are. Chris has fulfilled all of those qualifications. He has helped us with not just investments, but our entire spectrum of financial needs including insurance, preparing for the funding of our child's education and setting up a family trust. With Chris' help we feel that we have prepared ourselves for the future.