Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
Senior Financial Planner Chartered Financial Divorce Specialist
Cathie’s primary role is to help her clients understand their options, and to guide them, with the wisdom of experience, in the direction that will take them where they want to go. "Financial planners do much more than manage your investments; our real value is in our advice. We look ahead to see what's coming next, and divide the preparations into manageable chunks. We also ask, “What are the potential consequences – good and bad – of your options?” Oh, and before you make a decision, call me first." A compulsive explainer, Cathie writes everything down on a big Smart Board in her office, shows clients websites, graphs and charts, and won’t let them leave until she really believes that they “get the whole picture”! She has a particular interest in helping people through life transitions, especially divorce, which can be fraught with emotions, challenges and difficult choices. She says that the value she and her team provide is “the understanding of what details to pay attention to and how to prioritize them, what to discard; to see what possibilities exist, to figure out how the various pieces of information connect, and to separate facts from emotions.” She also adds, “Sadly, wisdom doesn’t always come along with information!”
View published source ↗Helping You Achieve Your Goals and Dreams
Planning for your financial future is more than just looking at numbers. To me, it's the people and dreams behind the figures that matter the most. As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, looking after an elderly or disabled family member, fulfilling a lifelong ambition, paying less tax, gaining financial clarity during the breakup of a relationship, or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.
View published source ↗The Assante Difference
A Complete Approach to Wealth Management At Assante, we simplify your life by meeting all of your wealth management needs in one place. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice. As your main source for all of your wealth needs, we can help you make the right decisions. Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. As your trusted advisor, I pull all of the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests.
View published source ↗Discover the Assante difference.
Call me to discuss: *Insurance products and services are provided through Assante Estate and Insurance Services Inc. Tax planning Divorce and Separation financial planning Retirement income planning Estate planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning
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