Wealth Management Solutions

Our team is dedicated to meeting your complete financial and life management needs - whether investment, insurance, estate, banking or tax-related. We provide access to a broad range of highly skilled professionals, services and solutions through one point of contact ... your trusted advisor.

Many people make the mistake of managing their wealth in pieces - through many different people, such as a financial planner, a broker, an insurance agent and a banker. Not only is it time consuming, but each professional can end up making recommendations without full knowledge of the others’ advice.

Using a team approach, we put all the pieces together for you. We will get a complete understanding of your financial situation, your goals and aspirations, and then provide comprehensive, integrated solutions tailored to your specific needs.

Objective advice and choice are essential to client satisfaction and success. We bring you a wide range of options, supported by an extensive network of expertise, so that you can meet all of your needs in one place.

Meeting your complete financial and life management needs offers all of our clients full choice.

We carry one of the biggest selections of mutual fund and third-party solutions in Canada. We can provide a wide variety of competitive, banking-related services including loans, lines of credit, credit cards, GICs and more, offered through our partnerships with major financial institutions. Our insurance solutions are top of the line and can help you protect and accumulate your wealth, build your estate and manage your financial risk. Our industry partners include: Manulife, Canada Life, Industrial Alliance, RBC Insurance, Empire Financial Group, Maritime Life, Transamerica, Sun Life and others. To learn more about our insurance offering, please read the Assante Estate & Insurance Services brochure "A Lifetime of Financial Security and Peace of Mind" (721KB PDF) .

 

Whether you are just starting out, have accumulated considerable assets (211KB PDF) or need the most sophisticated advice to help with complex family and business wealth management (73KB PDF), we have a solution.

Please contact me at your convenience to discuss your financial and life management needs.