Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most. The Huron Shores Financial Group at Assante Capital Management Ltd. can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, we can work with you every step of the way. Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, we can help you make the right decisions about your wealth, and help you build the future you desire.
Published content areas
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" To enhance the prosperity, security, and happiness of our clients and their families, by guiding them with professional advice and exceptional service."Is your Financial Plan Still on track?InsuranceIndustry AssociationsCanadian Financial News
Evidence-backed planning topics
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" To enhance the prosperity, security, and happiness of our clients and their families, by guiding them with professional advice and exceptional service."
Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most. The Huron Shores Financial Group at Assante Capital Management Ltd. can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, we can work with you every step of the way. Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, we can help you make the right decisions about your wealth, and help you build the future you desire.
With the current state of the stock markets, many people are unsure how their financial planning, specifically their retirement plan, has been impacted. The Huron Shores Financial Group at Assante Capital Management Ltd., is here to help with all your financial planning needs. We have recently expanded our team of Certified Financial Planner professionals allowing us to help even more clients. To give prospective clients an opportunity to see how we can help, we are willing to offer a free retirement plan to anyone with over $250,000 of investable assets excluding their principle residence. Technology allows us to deal online with clients. Therefore, we are currently accepting clients from Ontario, Alberta, and British Columbia.
Insurance is more than just a safety net. From basic life protection and tax-sheltered investing to more advanced strategies, we can help you understand each insurance alternative and its potential benefits. With insurance planning as part of your wealth management strategy, you can manage risk at every stage of your personal and professional life to help strengthen and safeguard your family’s financial security. Insurance products and services are provided through Assante Estate and Insurance Services Inc.
Investment Industry Regulatory Organization of Canada Mutual Fund Dealers Association of Canada Authorite des marches financiers Investment Funds Institute of Canada Financial Planning Standards Council
CBC Business News CBC Newsworld Marketwire Investment Executive The Financial Post The Globe and Mail's Report on Business Yahoo Canadian Press Business News Network
