Portfolio Management

A successful investment experience

We believe this means more than just returns, it means offering peace of mind because investors know that a transparent approach backed by decades of research is powering every decision.

We work closely with you to understand your financial needs and provide you with a range of portfolio management services while encouraging the discipline essential to long-term investment success.

When you work with our Advisors you get an investment strategy that is:

  • Globally diversified 
  • Tax-efficient
  • Cost-effective
  • Based on data, logic, and science

Meet Your Advisory Team

You don’t have to live with uncertainty about your future. Instead, you can know you’re on track to maintain your standard of living in retirement and have enough left over to have some fun while you’re at it!

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

Financial Planning Advice from Canada's Top Financial Advisors

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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.