In assets under management
Replacing biases and gut feelings with data, logic and science. For more than 30 years, we have been putting financial science to work for investors by translating compelling research into real-world investment solutions.
Feel excited about life during retirement.
Plan for your family’s future with confidence.
Feel excited about life during retirement.
Effective tax strategies to reduce your tax while boosting your savings.
Helping you confidently use logic and science to beat the market rather than outguessing it.
Confidently prepare and transfer wealth from one generation to the next.
Assante Capital Management Ltd. – one of the largest wealth management firms in Canada
What Our Clients Say About Us
RFP, CFP®, H.B.A.
Co-Branch Owner,
Senior Financial Advisor
Our GPP framework is designed to help guide you to a secure and rewarding retirement. It’s not just about navigating financial markets: It’s about charting a course for your future that reflects your unique aspirations.
Imagine your ideal retirement: Is it traveling the world? Starting a new venture? Supporting your
family? At TMFG of Assante Capital Management Ltd, we begin with your dreams. We listen to what you envision for your golden years and turn those dreams into tangible financial goals.
Goals without plans are just wishes. We translate your retirement goals into a comprehensive, actionable plan that addresses every aspect of your financial life. Think of us as your financial architects, designing a plan that supports your lifestyle and ambitions.
Building your portfolio is an essential part of financial growth, but at TMFG, we take it a step further. Rather than relying on traditional methods, we align your unique goals with a personalized investment strategy designed to adapt as your needs evolve. Our focus is on helping you navigate your wealth journey with clarity and purpose.
1
Discovery process
Meet us face to face or online, to see if we’re a good fit and discuss your goals.
2
Action plan
Review your custom-built financial plan and ask any questions and offer feedback.
3
Commitment
Discuss the implementation of your plan, sign paperwork and begin your journey towards financial success.
A financial advisors main role is to help you plan. Those who fail to plan, plan to fail. Working with a financial planner will help you stay disciplined so you can achieve your long-term financial goals and provide you unbiased guidance along your journey.
A solid Financial advisor will get to know you and your goals. This is where we get to know your aspirations, goals, and the life you want to live.
We’ll help you clarify your financial goals. Whether you want to travel during retirement or help your grandkids pay for their university, we uncover what’s most important to you.
And when you work with a trustworthy Financial Advisor, you have someone who checks in with you regularly, is proactive, and provides you timely updates to ensure your plan is working and you’re on track to achieve your goals.
Yes, all of our advisors are Certified Financial Planners (CFP) and have been recognized as one of the top 50 Canadian advisors.
30+ years of providing financial advisory services to clients across Toronto.
1/ The Discovery Process. Meet us face-to-face or online so you can see if we’re a good fit while we ask about your goals for retirement.
2 / The Action Plan. Be presented with a custom-built financial plan for reaching your goals and be able to ask questions and offer feedback.
3/ The Beginning. Join us for one last meeting to go over any other questions, sign your paperwork, and get started!
Financial planning isn’t one size fits all. Each client has a different goal and needs to plan for different outcomes.
However, the most important step in financial planning is to have your financial goals clarified and help take an honest stock of where you are today and where will you end with your current plan or lack of plan.
Once your initial plan is created, we meet with you regularly to ensure your progressing towards your goal. Our team continues to monitor your portfolio and if there are changes we think that would best support your goals, we will inform you.
Life events such as marriage, career changes, the birth of children or events beyond your control such as inflation, interest rates, or recessions may require new strategies or changes to your financial plan.
Your Certified Financial Advisor will work with you to ensure your plan continues to meet your goal and if tweaks are needed, we will recommend them.
Our key financial services include:
Early Retirement Planning – where we will help you feel excited about life during retirement.
Portfolio Management – better returns on your investment portfolio
Tax Strategies – help you preserve your wealth through sound tax strategy structures.
Insurance Planning – provide the protection and security for your family from the unexpected
Estate Planning – plan for your family’s future with confidence
Transfer of Wealth – confidently prepare and transfer wealth from one generation to the next.
With a fee-based structure, clients pay their advisor directly as opposed to the advisor being compensated based on a commission-based model by the investment company.
Majority of our clients and families that we serve reside in Toronto, and across the greater Toronto area. We also have a number of clients who are outside of Toronto and with a few who reside across Canada. We are still able to meet regularly with clients through Zoom when in person meetings are not possible.
