Angela's objectives as a financial advisor are to provide wealth management solutions to her clients, and outstanding service in a relaxed professional environment.
How does she achieve these objectives?
1. She very much believes in the team approach and surrounds herself with a network of individuals specializing in professionally managed portfolios as well as estate & tax planning.
2. She has both a team of administrative and marketing associates assisting in the servicing & communication to her clients.
3. She always takes the time required with clients to educate them on the fundamentals of investing using an easily understood approach.
Angela's relationship with Assante allows her to offer her clients a full range of wealth management services, including investment advice, retirement planning, tax planning, insurance and estate planning.
Please take a few moments to browse the website and learn more about Assante and how Angela can help you achieve financial independence and peace of mind with an integrated approach to managing your wealth.
Something on your mind?
Angela would be happy to discuss how you can work together to create a strategy that meets your needs - now and for the future. Contact her today for a confidential conversation.
Direct Line: (416) 620-7784