Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
Senior Financial Advisor Insurance Advisor
Vytas (or Vyt - pronounced “Veet”) Valaitis and his wife Ruta are long-time residents of Ancaster, Ontario. He has two daughters, Renata and Krista. Renata is a full-time student at the University of Waterloo doing graduate studies in Health Promotion. Krista, who graduated from Wilfrid Laurier, is now employed full-time by TJX Canada. In his leisure time, Vyt belongs to the Hamilton Downtown YMCA Masters Swim Club. Vyt and Ruta enjoy attending monthly screenings of movies sponsored by the Ancaster Film Festival. In addition to several tax and financial publications, Vyt has a keen interest in reading biographies. Vyt has worked in the financial services industry since September 1990. Prior to that, he was employed as a Tax Manager at Price Waterhouse Coopers, Chartered Accountants, and held various other tax and financial positions at Crown Life Insurance Company in Toronto and International Harvester in Hamilton. Vyt is licensed with the Canadian Securities Commission as a Registered Representative, with the Financial Services Commission of Ontario as a licensed Insurance Agent, and also has his Certified Financial Planner (CFP) designation. These accreditations, along with his background as a Chartered Accountant, give him a unique perspective in providing his clients with comprehensive, high quality personalized financial and estate planning advice.
View published source ↗Becoming a client
At Assante, we make sure you have all the information you need before making such an important decision as choosing a financial advisor. We provide all prospective clients with a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, then formulate a plan to help you meet those goals. In the end, you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family. To learn more about the benefits of being an Assante client, contact us at your convenience for a free, private consultation with no obligation.
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.
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