What Do I Do For Clients?

Being a senior financial advisor and branch manager with Assante Capital Management Ltd., I talk about and implement solutions for clients on how best to manage their wealth.  Through the services at Assante, we enable clients to reach their financial goals through a personalized financial planning process.  This process would include managing their investments, estate protection and reducing the amount of tax paid.

Special Needs of My Target Market

 

for Canadians working or approaching retirement

I act as a personal financial coach for aspiring Canadians, saving them time and taxes.  My strengths are helping clients put a financial plan in place and helping them when they change jobs or are laid off.  This would include reviewing any pension documents and giving advice on which option would be best.

 

For retirees

I assist retirees in building predictable, tax efficient income streams so they can enjoy the lifestyle they deserve.