Corner Financial Partners
Bill - Gord - Mike - Clint
Safeguarding your family’s financial future
Administration
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Tania Coles, B.A - Branch Manager - Assante Financial Management Ltd.
Tania is our Branch Manager and joined our office in 2015. When she started she immediately began studying to become a licensed mutual funds representative and then worked towards completing the Branch Manager course. It is her job to keep the office and it's advisor compliant, and ensure all paperwork and trades are conducted accurately and by law. Tania graduated from Laurier University with an Honours Bachelor of Arts degree, majoring in English Literature. She has worked in finance and accounting since 2000. Tania enjoys spending her time away from the office with her husband and two daughters and has recently taken up yoga.
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Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
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The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.