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

Drapeau d'Ontario
Drapeau d'Ontario
Finance Minister Victor Fedeli tabled the 2019 Ontario provincial budget on April 11, 2019. The commentary, prepared by our Wealth Planning Group at Assante Private Client, can be used to assist you and your Assante advisor with your wealth planning strategy.
Multi ethnic couple reviewing documents
Multi ethnic couple reviewing documents
Are you using your Tax-Free Savings Account (TFSA) to its best advantage? Find out about five objectives a TFSA can achieve, and why you might change your TFSA investments over time.
motionball gala
motionball gala
Assante Wealth Management is a proud partner of motionball for Special Olympics, which recently hosted its annual 2019 Toronto gala that donated $300,000 for Special Olympics athletic programs across Canada.