Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
Our Mission is To Help You
Our approach to wealth management is simple. Our goal is to provide you with comprehensive wealth management advice according to your needs. With ongoing contact and support, our team ensures that you are on track to meet and exceed your goals. We pride ourselves on our industry knowledge, superior service, and commitment to your success. We are your trusted partner in: Insurance products and services are provided through Assante Estate and Insurance Services Inc. Jay Papernick provides tax preparation services through his self-named business activity outside of the dealer. Specific investment recommendations must be done through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Although Assante is not responsible for any service or product supplied through Jay Papernick, Assante will monitor for Outside Business Activity-related conflicts of interests and complaints. Sound investment advice Access to investments managed by leading portfolio managers Cash management solutions Insurance products and services (personal and business) Tax preparation services
View published source ↗The "GM"
Jay’s been at this for more than 20 years. He’s seen the industry change, markets change, products come in and out of fashion and has managed to help his clients grow and adapt at each step of the way. While starting off strictly as an Investment Advisor, Jay evolved into a true Generalist. Being able to identify where clients need to focus and help them clearly shape their goals and dreams while pointing out the risks has become Jay’s expertise. Every client should be “slightly uncomfortable” when it comes to their finances – this is one of Jay’s philosophies that has worked for the hundreds of families he’s dealt with over his career. Jay is a proud father and husband and works in his community in many different capacities – on the Board of his synagogue, running fundraisers for SickKids and more. Read a special message from Jay: Dreams Come True – It Starts With Me
View published source ↗Discovery
The process begins with a conversation between you and our team, focused on your current financial situation - assets and investments, insurance coverage, and annuity holdings. This will help us to assess your specific financial needs, preferences and goals.
View published source ↗Ongoing Advice
Life changes and so does your financial situation. Through regular contact, including an annual review of your wealth map, we will work with you to make the necessary adjustments to your portfolio, keeping you on track to meet your financial goals.
View published source ↗Strategy
We will guide you to create a plan that addresses your financial goals and time horizons, risk and return objectives, tax efficiency, need for liquidy, charitable preferences, etc.
View published source ↗
