Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
FINANCIAL PLANNER
For more than 15 years, Grace has been helping clients to achieve their financial and lifestyle goals. In this role, she co-ordinates and manages their evolving needs, drawing on the expertise of a team of specialists. Building on a Bachelor of Arts Degree from the University of Hong Kong, Grace has earned Fellowship in Life Management Institute; she is also a Certified Financial Planner. Grace has also earned Financial Management Advisor tite and the Fellowship of the Canadian Security Institute. Grace is the Branch Manager of a branch in Markham and a sub-branch in Richmond Hill. If you would like to know more about Grace's credentials or obtain details about her services, please call 905-752-0833 ext 288 or e-mail: gleung@assante.com
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, take a closer look at our customized approach below, or contact me at your convenience for a private consultation.
View published source ↗Our Steps
Module 1 Consultation First, we get to know you, your financial situation and your needs. Module 2 Analysis We will conduct a thorough analysis of your current financial situation, your needs and your goals. Module 3 Solutions We understand that each person and each business is unique. Your customized financial strategy will identify and offer strategies to address all your challenges. Module 4 Monitor and Review We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your lifes as well as in the investment markets, tax laws and economic realities.
View published source ↗Products:
GIC, Bonds, Mutual Funds Stocks, Limited Partnership Insurance (Life, Health, Travel, Critical Illness, Disability Income, Long Term Care, Business Overhead Expense, Group Benefits) Segregated Funds
View published source ↗Our Professional Services
Tax Efficient Investment Strategies Retirement Planning Estate Planning Insurance Planning
View published source ↗
