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?
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...
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...
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...
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...