Patti Huck | Assante Advisor Profile

Published profile overview

Patti has been in the financial services business since 1990, working part-time as she attended university. Upon graduation with an Honours Bachelor of Business Administration degree (Wilfrid Laurier University), Patti began working in the financial industry full-time. Her predecessor firm joined the Assante family in 1996. She is mutual funds and insurance licensed. Patti is a Certified Financial Planner professional and keeps her certification current with at least 25 hours of continuing education annually. Outside of the office, Patti enjoys spending time with her husband and two sons.

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Financial Planning AdvisorA Complete Approach to Wealth Management

Evidence-backed planning topics

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Business owners Business succession planning Cash flow and debt management Charitable giving and philanthropy Comprehensive financial planning Estate and legacy planning Family wealth and intergenerational planning Insurance and risk planning Investment planning Retirement income planning

Published profile evidence

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Financial Planning Advisor

Patti has been in the financial services business since 1990, working part-time as she attended university. Upon graduation with an Honours Bachelor of Business Administration degree (Wilfrid Laurier University), Patti began working in the financial industry full-time. Her predecessor firm joined the Assante family in 1996. She is mutual funds and insurance licensed. Patti is a Certified Financial Planner professional and keeps her certification current with at least 25 hours of continuing education annually. Outside of the office, Patti enjoys spending time with her husband and two sons.

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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. Discover the Assante difference. Call me to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

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Office Address

2-649 Scottsdale Drive Guelph, Ontario N1G 4T7 Canada

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