Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
Financial Planner
Hazen has been a Financial Planner at Assante Capital Management since November, 1995. Hazen's education includes a Bachelor's of Business Administration (BBA) from Simon Fraser University where he earned a degree majoring in Accounting and minoring in Economics. Hazen played on the Varsity Football team while attending Simon Fraser. His efforts on his Universities football team landed him a spot on the Hamilton Tiger Cats where he was drafted in the second round of the 1982 draft. Hazen has been working at Assante Capital Management Ltd. since 1995 where he became a Financial Plannerr. Prior to his career at Assante, Hazen worked at Accounting Firm, Grant Thorton. Hazen became a Chartered Accountant (CA)/ Chartered Professional Accountant (CPA) in 1991. Hazen decided in 1994 to become a Certified Financial Planner professional and has spent his entire Financial Advising Career at Assante Capital Management Ltd. Hazen later on obtained his Registered Financial Planner (RFP) designation in 1997. Hazen also completes personal and corporate Canadian income tax returns through his separate and independent tax preparation service company, Hazen E. Henderson CA which he started in 1996. In addition, Hazen is securities licensed and Life Insurance licensed.
View published source ↗Financial Planner
Hazen is the husband of wife Theresa and father of two girls, Haley and Julie. Haley is a graduate of California University of Pennsylvannia where she obtained her degree in Business Accounting and minored in Finance. She was also apart of her Universities Varsity Soccer team where she became an NCAA Academic All-American. She also completed her Masters of Accounting at George Washington University and is a Certified Public Accountant (CPA). Haley currently resides in Washington D.C. and is enjoying a career at the accounting firm KPMG. Julie is Hazen's newest employee and you can read about her in the next section of this page. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Certain employees of Hazen E. Henderson CA maintain a relationship with Assante Capital Management Ltd. (“Assante”) through which they sell investment products. The relationship that they have with Assante does not include tax preparation services which Hazen E Henderson CA is solely responsible. Hazen E Henderson CA is not associated in any way with Assante, and Assante has no responsibility for the tax preparation services offered by Hazen E Henderson CA.
View published source ↗A Complete Approach to Wealth Management
At Assante Capital Management Ltd., we simplify your life by meeting all of your wealth management needs in one place. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice. As your main source for all of your wealth needs, I can help you make the right decisions. Through a personalized, comprehensive approach to wealth management, you will receive access to a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. As your trusted advisor, I pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests. Discover the Assante difference. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We will also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. Please call me to set up a meeting to discuss any of the following:
View published source ↗A Complete Approach to Wealth Management
- Tax and estate planning - Retirement income planning - Business succession planning - Investment planning advice - Cash management - Charitable giving - Mortgage and debt management - Insurance planning Insurance products and services are provided through Assante Estate and Insurance Services Inc.
View published source ↗Office Address
1001 Burns Street East Suite 1 Whitby, Ontario L1N 6A6 Canada
View published source ↗