If you are not already a client you have likely arrived at this website looking for good financial advice. Banks and other financial institutions can’t keep the best people in the job for long. Their best people get promoted and once again you are left with someone who is learning on the job at your expense. The best financial advice comes from someone with extensive financial experience who has built a career and a business as a financial advisor. I have extensive experience to share with you from many years in the financial services industry at both TD Bank for 12 years and Assante Capital Management Ltd. for over 25 years as: Assistant Manager at TD branches in St. Catharines, Burlington, Hamilton and Wingham. Lead Instructor of BankLab, a fast-track TD Management Training Program, Toronto Special Projects Coordinator in Employee Relations at TD Corporate Human Resources, Toronto TD Commercial Lending Officer, Toronto Senior Financial Advisor at Assante in Burlington, serving Halton, Hamilton and area. Find out more by visiting the links above to learn how you benefit by being a client without it costing you any more than dealing with your current financial institution. Assistant Manager at TD branches in St. Catharines, Burlington, Hamilton and Wingham. Lead Instructor of BankLab, a fast-track TD Management Training Program, Toronto Special Projects Coordinator in Employee Relations at TD Corporate Human Resources, Toronto TD Commercial Lending Officer, Toronto Senior Financial Advisor at Assante in Burlington, serving Halton, Hamilton and area.
Published content areas
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Helping You Achieve ... ResultsSelected Product DetailsInvestor EducationUnderstanding Taxes = Reducing TaxesRetirement and RRSP Planning
Evidence-backed planning topics
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Helping You Achieve ... Results
If you are not already a client you have likely arrived at this website looking for good financial advice. Banks and other financial institutions can’t keep the best people in the job for long. Their best people get promoted and once again you are left with someone who is learning on the job at your expense. The best financial advice comes from someone with extensive financial experience who has built a career and a business as a financial advisor. I have extensive experience to share with you from many years in the financial services industry at both TD Bank for 12 years and Assante Capital Management Ltd. for over 25 years as: Assistant Manager at TD branches in St. Catharines, Burlington, Hamilton and Wingham. Lead Instructor of BankLab, a fast-track TD Management Training Program, Toronto Special Projects Coordinator in Employee Relations at TD Corporate Human Resources, Toronto TD Commercial Lending Officer, Toronto Senior Financial Advisor at Assante in Burlington, serving Halton, Hamilton and area. Find out more by visiting the links above to learn how you benefit by being a client without it costing you any more than dealing with your current financial institution. Assistant Manager at TD branches in St. Catharines, Burlington, Hamilton and Wingham. Lead Instructor of BankLab, a fast-track TD Management Training Program, Toronto Special Projects Coordinator in Employee Relations at TD Corporate Human Resources, Toronto TD Commercial Lending Officer, Toronto Senior Financial Advisor at Assante in Burlington, serving Halton, Hamilton and area.
The following list contains links to detailed information about selected mutual funds. If you would like to know more, please contact me to see if they are a right fit for you. Commissions, trailing commissions, management fees and expenses, may all be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the Fund Facts and consult your Assante Advisor before investing. AGF American Growth AGF Elements Conservative Portfolio AGF Elements Balanced Portfolio AGF Elements Growth Portfolio AGF Elements Global Portfolio AGF Global Sustainable Growth CI Portfolio Series Conservative Fund CI Portfolio Series Balanced Fund CI Portfolio Series Growth Fund CI Global Alpha Innovators CI MSCI World ESG Impact Fund CI Global Energy Symmetry Conservative Portfolio Symmetry Balanced Portfolio Symmetry Moderate Growth Portfolio Symmetry Growth Portfolio Mackenzie Greenchip Global Environmental
