Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
Step 5 – Ongoing Communication
We hold regular plan reviews face to face, online or by telephone depending on your preference. We also keep you informed through a quarterly newsletter, educational materials and regular personal contact throughout the year. No matter what questions you may have, we will be available to find an answer. Fernandes Financial Inc. is an outside business activity that may offer non-securities-related financial planning services. Any specific investment recommendations provided by this group 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 Fernandes Financial Inc, Assante will monitor for conflicts of interest, and investigate any client complaints related to services offered by Fernandes Financial Inc. Insurance products and services are provided through Fernandes Financial Inc.
View published source ↗The advice you need when you need it
Fernandes Financial Inc. is an outside business activity that may offer non-securities-related financial planning services. Any specific investment recommendations provided by this group 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 Fernandes Financial Inc., Assante will monitor for conflicts of interest, and investigate any client complaints related to services offered by Fernandes Financial Inc. Insurance products and services are provided through Fernandes Financial Inc.
View published source ↗Financial Planner
Rui has been providing professional financial planning services to clients for over 31 years and specializes in retirement and estate planning. Rui has obtained the CFP designation with the Financial Planners Standards Council (FPSC) and is a member of the Financial Advisors Association of Canada (ADVOCIS).
View published source ↗The advice you need when you need it
We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. We are a financial planning practice dedicated to growing and preserving client wealth. We work with clients to create tailor-made retirement, investment and insurance plans. To us, financial planning is more than just numbers: it is the people and dreams behind the figures that matter the most. We believe in strong, long-term relationships with our clients. As Certified Financial Planner professionals, we can help you gain peace of mind and achieve your life dreams, whether it is a worry-free retirement, running a business, sending children to college, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause. We are focused on helping individuals, families and business owners meet their financial goals. Our “Step-by-Step” approach simplifies and enhances our clients' lives.
View published source ↗The Benefit to You
We eliminate confusion by implementing our step-by-step process and communicate every step of the way. We build trust and confidence by creating effective and personalized retirement, investment and insurance plans. Everyone's situation is unique to them; you deserve a plan that is built unique to you. We work to provide exceptional value with a long-term planning strategy that suits your needs.
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