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COVID-19 Update

We are following COVID-19 protocol, and our team has transitioned to working from home. We are fully operational, and it's "business as usual" despite closing our office location. We have pivoted to 100% virtual meetings and will not be conducting in-person meetings until further notice.

If you have been affected financially by COVID-19, we've put together a list of resources below. While our primary focus is to address the concerns of our clients and ensure they are well taken care of, we would now like to offer additional support to anyone who is in need of advice. There is no expectation of us working together. We simply want to help our community manage through these difficult times. We will help you to understand what's happening in the markets, and what government support is available to those in need both personally and for your businesses. We also know that people are looking for ways to give back and create a meaningful legacy in times like this. We're here to help on all fronts. If you want to talk, please use this link to contact us. 

 

COVID-19 Resources

Helping You Achieve Your Goals and Dreams

Planning for your financial future is more than just looking at numbers.  To me, it's the people and dreams behind the figures that matter the most.

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.

If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.