A Unique Wealth advisory experience Wealth has the ability to make life even more enjoyable, but it can be challenging to manage. Waterloo financial advisor Brock Zinken and his team work closely with you to understand your unique goals, needs and concerns. Brock is located at the Assante Capital Management Ltd., Waterloo office. With over 10 years of wealth management experience Brock listens to your input and uses your goals and priorities to develop solutions that best fit your financial situation. Based on personal and business interests, Brock coordinates strategies for tax, estate, investment and philanthropy around your personal and business interests. You will benefit from the personalized wealth management solutions created for you, which walks you through every step of the way to reach your financial goals and aspirations. Brock helps you get your financial affairs in order - and keep them that way - so that you can be free to enjoy your wealth.
Published content areas
These labels describe topics appearing in the stored public sources. They are not a suitability rating or a claim that every service is currently offered.
Financial AdvisorProspective Client Questionnaire
Evidence-backed planning topics
These links are based on direct advisor-specific public evidence already stored for this profile. Where enough matching advisors exist locally, the link opens the corresponding topic-and-location page.
Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
Financial Advisor
A Unique Wealth advisory experience Wealth has the ability to make life even more enjoyable, but it can be challenging to manage. Waterloo financial advisor Brock Zinken and his team work closely with you to understand your unique goals, needs and concerns. Brock is located at the Assante Capital Management Ltd., Waterloo office. With over 10 years of wealth management experience Brock listens to your input and uses your goals and priorities to develop solutions that best fit your financial situation. Based on personal and business interests, Brock coordinates strategies for tax, estate, investment and philanthropy around your personal and business interests. You will benefit from the personalized wealth management solutions created for you, which walks you through every step of the way to reach your financial goals and aspirations. Brock helps you get your financial affairs in order - and keep them that way - so that you can be free to enjoy your wealth.
Thanks for your submission! One of our team members will contact you soon. Please take 5-10 minutes to fill out the following questionnaire, and one of our members will be in contact with you.Your responses will be kept completely confidential, used only to help us deliver the best client experience possible. Primary Phone is a required field. Please select one option Please select all options that are applicable Have you ever worked with a Financial Advisor? If so, please describe your best and worst experiences: is a required field. How would you describe your current biggest financial concern? is a required field. If we could solve one problem for you, what would that problem be? is a required field.
