Portfolio Management

Portfolio Managers in Toronto, Canada

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.

Portfolio Management

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

Who can benefit from this service?

Our clients are Canadians with a net worth ranging from $500,000 to ten million dollars. They are looking for unbiased and comprehensive financial, tax and estate planning advice. They live in Toronto, Ontario for the most part. Clients who reside outside of Toronto, we work remotely via secure web conference, email and telephone.

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Meet the 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!

top 50 since 1994 (blue)
Ranked 1st
Award - Franklin Templeton Award blue
Wealth Professional 5 -star blue

FAQ

Portfolio management is process of selecting investments that meet the long-term financial objectives and risk tolerance of a client. The portfolio management is a dynamic process where updates and changes are advised if necessary

Portfolio management minimizes the risks involved in investing and also increases the likelihood of achieving positive returns. Portfolio managers understand the client’s financial needs and suggest a suitable investment policy that would help the investor achieve their financial goals.

You would meet either in person, virtually or over the phone with your advisor at least twice per year.

The greatest benefit of working with a financial advisor is ensuring that you remain focused on your long-term goals and do not get lost in the “noise” associated with investing.

We will need copies of a valid ID (driver’s license or passport) & a Social Insurance Number. Once our office has these documents, we will provide the account opening documentation.

When you begin to earn an income, you should think about investing. You should be targeting 20% of your gross income (pre-tax) into activities/vehicles that increase your net worth (i.e. investments or debt reduction)

In Ontario you can invest after the age of 18. The earlier you begin investing the better. The longer your money is invested in the market, the greater potential for growth.

Investing is how you build wealth and get ahead of inflation. Every year costs of goods and services are increasing, your money and investments should exceed that growth over time.

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Copyright Assante Wealth Management. © 2022

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.