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Financial Planning Advisor
Albert joined Assante Financial Management in February 1997 as a Financial Analyst and was promoted to Branch Manager in 2001. Albert graduated from the University of Toronto and has over 17 years of investment and financial planning experience. He holds the Certified Financial Planner designation and also the Financial Management Advisor designation. In 2007, he was awarded the distinction of Fellow of Canadian Securities Institute, the highest honour and most senior credential in Canadian financial services. Albert is also a member of the Financial Planners Standards Council and the Canadian Securities Institute, and is insurance licensed. As a Financial Planning Advisor, Albert takes an integrated approach to financial planning, providing simplicity, clarity, and total financial health management. His comprehensive review process includes tax and investment planning, risk and insurance management, estate, education and life planning. Albert works with his team of lawyers, accountants and estate specialist to identify opportunities and strategies to help clients achieve their goals and objectives. Albert brings knowledge, experience and resources together with ethics and integrity. Albert also authored a comprehensive financial planning software in 2003, and lectured in areas of effective financial planning.
View published source ↗Finding the right financial planner
A financial planner is more than an investment advisor, more than an accountant or debt counselor. So how can you distinguish a competent and ethical financial planner? What is your due diligence to ensure you are hiring a professional planner who will act in your best interests? The CFP certification is the industry gold standard in financial planning. CFP professionals are the largest identifiable body of licensed financial planners in Canada with over 17,500 individuals meeting the strict standards to obtain this designation. The FMA designation is reserved to recognize financial planning advisors who can provide the advanced service and advice to meet the needs of affluent clients. There are only about 5,300 individuals who have obtained the FMA designation in Canada. The FCSI designation is the highest honour and most senior credential in Canadian financial services. It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement. There are only about 3,500 individuals who have obtained the FCSI designation in Canada. Working with Albert and his team can transform your financial situation, giving you unique strategies that may bring you closer to accomplishing your life goals.
View published source ↗Investment Planning Advice
We can help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we’ll implement it, consistently and carefully, choosing from a broad range of best-in-class products and services, which can include Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap programs. Assante - an exclusive suite of managed portfolios As an Assante client, you have exclusive access to the customized United Financial brand of solutions managed by CI Investments Inc. With active management from portfolio managers around the world, these leading solutions combine investment expertise with wealth planning strategies. For high net worth clients with more complex wealth planning needs, you’ll benefit from the exclusive Private Client option through the United Financial division of CI Private Counsel LP.
View published source ↗Looking at the big picture
The key to effective financial planning is the ability to take into account all relevant aspects of your financial situation (“the big picture”), and to identify and analyze the interrelationships among sometimes conflicting objectives. This unique integration of knowledge and skills across a broad range of topics distinguishes professional financial planning from other related financial advice. This requires the skills of a competent and ethical financial planner.
View published source ↗Charitable Planning
If properly integrated, it can provide a tax-efficient means for you to transfer your wealth while supporting a cause that makes a difference to you. To ensure that your planned giving has the greatest impact, whether it’s a significant gift to a favourite charity or establishing a foundation, we have access to the tax, legal, and estate planning professionals to help make these philanthropic dreams come true.
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