google-site-verification: googleca5f386b8dacfce4.html
 

Turn Retirement 

Dreams To Reality

WHY WE ARE HERE

When Life Changes, Money Changes

When Money Changes, Life Changes

We are here to help you make the right

decisions at important life moments. 

 

Keeping you on track to reaching

your financial goals.

How can we help you?

AREAS OF 

EXPERTISE

THE GAP ANALYSIS PROCESS

 

A proprietary wealth planning process designed to identify GAPS to be solved and OPPORTUNITIES to be seized so you achieve your financial goals. Learn more...

RETIREMENT COACHING

 

For over thirty years we have helped Canadian families plan for retirement and to successfully transition into retirement with confidence and peace of mind. Learn more...

INVESTMENT SOLUTIONS

 

We eliminate perceived and real conflicts of interest by using Fee-based investment management solutions. These cost effective solutions provide fee deductibility,  enhanced investment flexibility, customization and objectivity Learn more...

EDUCATION

 

Financial education empowers and leads to financial success. Learn more about upcoming events, seminars and workshop programs. Learn more...

INVESTMENT BROKERAGE PLATFORM

 

Once we have helped clients to develop their financial strategy, we can assist families with the implementation of the recommendations through our investment brokerage platforms, Learn more...

BUSINESS TAX & SUCCESSION PLANNING

 

By tapping into the powerful tax and legal expertise of Assante Private Client, we provide business owners with strategies that will save tax today and help them plan for retirement and long-term succession planning. Learn more...