Home

Your Trusted Advisor

It all starts with a plan, and our plan, quite simply, is to make you wealthier. We do it by analyzing and optimizing every aspect of your financial affairs to make sure it’s all working – and all working together – to build and preserve your net worth. As your trusted advisor, we offer you a range of services to address your individual and business financial needs using the resources of skilled, knowledgeable professionals:

  • Group benefits and plan design
  • Charitable gift planning
  • Debt financing
  • Tax preparation*
  • Business valuation and succession planning
  • Access to Advanced Portfolio Management
  • Estate Planning
  • Disability Insurance
  • Tax Planning
  • Financial Planning
  • Life Insurance
  • Critical Illness Insurance
  • Cash Management Solutions


We are fee-based advisors who cater to clients looking for comprehensive wealth management. To find out more about us and how we may be of service to you, please go to “Our Philosophy” page.

“Our prime directive is to ensure your success and happiness through the prudent and expert management of your financial affairs.”

 

                            2016 best in Orillia

 


Insurance products and services are provided through Assante Estate and Insurance Services Inc.
*Tax preparation services are provided through TMFD Financial, an independent company unrelated to Assante Capital Management Ltd. ("ACM"). Only those services offered through ACM are covered by the Canadian Investor Protection Fund.