We listen. We plan. We Deliver.

We have a fundamental belief that we can help any individual, family, or business achieve any financial and life goals.

Through our combined 55 years of experience, and our strong network of highly skilled and creative professionals at Assante Private Client and beyond, there has never been a situation that we have not been able to add value and provide a significant impact. Ken and Joe manage approximately $170 million dollars of clients' wealth across Canada.   

We simplify people's lives by advising in many areas so that you can gain peace of mind, achieve your dreams, and create a legacy and lasting impact on loved ones and cherished causes.  

All aspects of your financial well-being from: 

  • Investments
  • Retirement
  • Insurance
  • Tax
  • Estate planning

would be carefully monitored and adhered to.

Our team of professionals includes: 

  • Lawyers and Notaries
  • Tax accountants
  • Financial Analysts
  • Financial Planners
  • Estate Practitioners
  • Mortgage specialists

With this support and our vast experience, we can help simplify your life and help you make the right decisions about your wealth and build the future and legacy you desire.

If you are looking for a trusted advisory team to work with for many years to come to help enhance your life, please contact us for a confidential consultation. 

 

Insurance products and services are provided through Assante Estate and Insurance Services Inc.