Home

 

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 cash flow and debt management, saving for your children’s education, fulfilling a lifelong ambition, a secure retirement, taking income from your successful business, or leaving a legacy to your loved ones or a cherished cause, I 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 cash flow, 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 financial solutions that will simplify and enhance your life, please contact me for a confidential consultation that will help you get more life out of the money you already have.

 Preparing for Retirement

 

Marylou Heenan

Preparing confidently for the dreamed of retirement is on the minds of most working Canadians age 45 and up.   Marylou’s designation as a Registered Retirement Consultant gives her the specialized knowledge to advise you on the essential steps:

• Set your retirement goals
• Assess your current finances
• List your sources of retirement income
• Evaluate your retirement readiness and risks
• Invest your retirement assets
• Manage your retirement income
• Plan your legacy

Through Marylou’s personal attention and the resources of Assante Wealth Management, you have access to a trustworthy team of professionals who guide you to a solid retirement plan

Book a meeting with Marylou:  Call 905.707.5220 or book using the Calendly link below:

www.calendly.com/mheenan