At Bowman & Partners, we want to simplify your life by meeting all of your wealth management needs in one place.
As part of Assante Capital Management Ltd., we can help you put all the pieces of your financial life together, so you can make the right decisions to meet your financial goals.
Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, tax and legal specialists, and estate planning consultants.
As your trusted advisors, we pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests.
Discover the Assante difference.
Call us to discuss:
Tax and estate planning
Retirement income planning
Business succession planning
Investment planning advice
Mortgage and debt management