Becoming a Client of the Huron Shores Financial Group

The Huron Shores Financial Group at Assante Capital Management Ltd., ensures that you have all the information you need to make the important decision of choosing a financial advisor. We provide all prospective clients with a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, then formulate a plan to help you meet those goals. In the end, you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family.

To learn more about the benefits of being a Huron Shores Financial Group client, take a closer look at our customized approach below, or contact us at your convenience for a private consultation.

Our Steps

Step 1

First, we get to know you, your financial situation and your needs.

Step 2

We will conduct a thorough analysis of your current financial situation and identify financial and personal goals and objectives.

Step 3

We understand that each person and each business is unique. Your customized financial strategy will identify and offer strategies to address the challenges.

Step 4
Implement the Plan

A financial plan is only helpful if the recommendations are put into action.  Implementing the right strategy will help reach the desired goals and objectives.

Step 5
Monitor and Review

We will meet on a regular basis to monitor your evolving needs and goals.  Your financial situation should be reassesed annually to account for changes in life and current economic conditions.

If you are interested in meeting with a financial advisor from the Huron Shores Financial Group, please enter your contact information and we will be in touch shortly:

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