Russel Wealth Planning Group
Financial Security and Peace of Mind
Due to coronavirus pandemic, our upcoming seminar, Navigating the Retirement Roadmap has been postponed until further notice to safeguard the health and well-being of our guests and everyone involved.
Our clients include a wide range of individuals.
We work with families, people preparing for retirement, retirees and small to medium size business owners that are looking to minimize risk and maximize their financial capabilities.
We customized our services for clients who:
- are serious about personal financial freedom and have important financial and life goals.
- want their money managed prudently and intelligently based on logic and expertise - not on marketing hype.
- delegate tasks that are outside their area of expertise.
- are seeking a long-term, trusting relationship with a professional advisor.
- see the whole process of creating an investment and wealth strategy as important , and who are commutted to providing all the information that is required to create and execute a comperhensive plan.
© 2021 CI Assante Wealth Management
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.
www.mfda.ca
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.