Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
Wealth Management Advisor
Helping You Achieve Your Goals and Dreams Planning for your financial future is more than just looking at numbers. To Anne Huntley, it's the people and dreams behind the figures that matter the most. As an Assante advisor, I 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, I can work with you every step of the way. Managing your wealth can be complex and time-consuming. I 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, I can help you make the right decisions about your wealth, and help you build the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.
View published source ↗More Than Money
Our purpose is simple: to help people make confident financial decisions that improve their lives — and the lives of those they care about. We take pride in building long-term relationships rooted in trust, transparency, and a genuine commitment to your well-being. As a full-service wealth management team, we’re here to guide individuals and families through every stage of their financial journey — from building and protecting wealth to creating a lasting legacy. Whether you're planning for retirement, managing a business, or navigating a major life transition, we’re with you every step of the way — not just as advisors, but as partners who care.
View published source ↗Our Core Services Include:
We believe advice should be as personal as your goals — not one-size-fits-all. Financial Planning – Goal-based planning for every stage of life Wealth Management – Diversified, evidence-based portfolios aligned with your risk tolerance and objectives Retirement & Estate Planning – Protect your wealth and create a meaningful legacy Education Planning – RESP strategies to support your children or grandchildren Insurance Solutions – Life and critical illness coverage tailored to your financial plan
View published source ↗5. Leave a Legacy With Intention
As your life evolves, so does your financial picture. We help you think ahead — not just about retirement, but about what you want to leave behind. Your plan includes thoughtful strategies for passing on wealth, minimizing taxes, and supporting causes you care about. Key Services: Estate Planning Intergenerational Wealth Transfer Charitable Giving Strategies
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