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Dixon Shum
Published Assante advisor profile

Dixon Shum

Financial Advisor

Markham, Ontario

Published profile overview

With over 20 years of experience in the financial services industry, Dixon has been helping individuals and families to achieve their financial and lifestyle goals. He is dedicated to providing high quality advice and integrated wealth management solutions for his clients based on their evolving needs. He holds an MBA degree from Wayne State University in Detroit, Michigan, USA, and a Bachelor degree in Commerce from the University of Windsor, Ontario, Canada. His commitment to maintaining an outstanding level of professionalism has allowed him to continue pursuing further studies. If you would like to know more about Dixon's credentials and how he can help you to achieve your financial goals, or if you have any questions about financial and life management, please call (905)752-0828 ext.249 or email: dshum@assante.com

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Financial AdvisorBecoming a client

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Financial Advisor

With over 20 years of experience in the financial services industry, Dixon has been helping individuals and families to achieve their financial and lifestyle goals. He is dedicated to providing high quality advice and integrated wealth management solutions for his clients based on their evolving needs. He holds an MBA degree from Wayne State University in Detroit, Michigan, USA, and a Bachelor degree in Commerce from the University of Windsor, Ontario, Canada. His commitment to maintaining an outstanding level of professionalism has allowed him to continue pursuing further studies. If you would like to know more about Dixon's credentials and how he can help you to achieve your financial goals, or if you have any questions about financial and life management, please call (905)752-0828 ext.249 or email: dshum@assante.com

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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 me at your convenience for a private consulation.

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