Our Services

The Complete Wealth Management Approach

Making your Financial Goals and Dreams a Reality

At Assante, we simplify your finances by offering the tools and resources necessary to make your dreams a reality - all in one place.

As your main source for all of your wealth needs, I can help you make the right decisions. 

Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants.

As your advisor, I pull all the pieces together to provide you with the big picture – an overall perspective that integrates everything. Together, we build a plan tailored specifically to your financial goals and dreams and guide you along the way to ensure it all becomes the future you have always imagined.

Discover the Assante difference.

A complete list of our financial planning services include:

Private Wealth Planning - Retirement Planning - Tax and Estate Planning - Cashflow and Mortgage consultation - Registered investments including RRSP's, TFSA's, RESP's, RDSP's. RRIF's, LIRA's and LIF's - Non registered investments -  Life insurance - Disability insurance - Critical illness insurance - Group benefits - Group RRSP's and TFSA's - Mutual funds, Segregated mutual funds, annuities, GIC's and Managed money solutions

 


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