- About You
- About Us
- Our Team
- Our Services
- Become a Client
- About Assante
- Contact Us
Stephen B. Jones, CPA, CA, CFP®Senior Financial Advisor
Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most.
Research conducted for the Investment Funds Institute of Canada suggests that 74% of investors who work with an advisor felt that they would have enough money to retire on, compared to just 53% who did not have expert advice (Ipsos Reid, 2010). If you’re not working toward your retirement goals with a financial professional, how much is it really costing you?
No matter what stage of life you’re in; retiring soon, already retired, or just starting your retirement planning, we can help you plan for and enjoy a financially secure retirement.