Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
Wealth Advisor
Having worked in the financial services industry for over 20 years, Craig provides high quality advice and wealth management solutions for individuals, families and businesses. Craig’s industry experience is backed by a commitment to continuous education. Building on a BA from Bishop’s University, he completed an MBA from IVEY Business School at Western University and has a Chartered Investment Manager (CIM) designation. Recognising that each client has unique wealth management objectives and needs, Craig tailors the solutions that he provides. In order to manage the evolving needs of his clients, he works alongside accountants and lawyers to provide an integrated wealth management experience. Craig’s goal is to be the Chief Financial Officer for his clients. While not in the office, Craig and his wife Michelle enjoy travel, live music and trying new restaurants. A former football and rugby player Craig now dabbles with safer sports like golfing and fly fishing (he has never caught anything but enjoys the reflective nature of standing in a stream).
View published source ↗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 advisors, we pull all 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 ↗Keys to a Successful Relationship: What We Can Expect
Effective communication and mutual respect are essential to a successful partnership, so we would like to receive from you: We trust you will understand that our recommendations are always based on your best interest. As our client, you need to know that all investment, tax, estate, and insurance advice will be based on the information you provide to us. We require you to participate enthusiastically in the financial planning process. Finally, since the growth of our business is achieved through qualified personal recommendations, we hope you will provide an honest opinion of our services and to introduce our services to others. trust complete disclosure respect sincerity honesty commitment
View published source ↗Keys to a Successful Relationship: What You Can Expect
You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need us. We will: treat you with respect, honesty and dignity act as your advisor, putting your interests first strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame explain the implications of the strategies proposed update you by e-mail, mail and phone meet with you regularly to review your Personal Financial Policy statement
View published source ↗Keys to a Successful Relationship: Mutual Responsibilities
Working together is essential to effective financial planning. To this end, we both need to make your financial strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies. We will agree to take the time to regularly review your Personal Financial Policy Statement. We will both be honest and forthcoming about your financial situation. We will work to develop mutual trust, respect, and understanding.
View published source ↗
