What is Your Financial Goal?

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Retirement Planning

Feel excited about life during retirement.
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Portfolio Management

Better Returns on my portfolio.

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Tax Strategies

Helping you preserve your wealth.
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Insurance Planning

Providing you security and protection from the unexpected
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Estate Planning

Plan for your family’s future with confidence.
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Transfer of Wealth

Confidently prepare and transfer wealth from one generation to the next.

We get to know what matters to you most and help you reach your goals with confidence.

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Award - Franklin Templeton Award blue
wreath 4
Wealth Professional 5 -star blue


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Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

We have a team of advisors each specializing in varying portfolio sizes. Please let us know the approx. amount of your investable assets to help us to direct you to the advisor that is best suited to you.