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Trust an Assante financial advisor to help you achieve your goals and dreams!
Looking for an experienced financial advisor? Let Claudia Weisser, Senior Investment Advisor at Assante Capital Management Ltd. in Dorval guide you! Planning for your financial future is more than just looking at numbers. To me, 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.
View published source ↗Senior Investment Advisor
Looking for an experienced financial advisor? Let Claudia Weisser, Senior Investment Advisor at Assante Capital Management Ltd. in Dorval guide you! Planning for your financial future is more than just looking at numbers. To me, 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.
View published source ↗Family Estate Advice
A sound family estate strategy is of utmost importance as every family estate has certain valuable legal protections that properly managed, can allow you to build and retain wealth. Everyone has income and expenses, but a family estate will allow you to accumulate wealth to pass onto your next generation of family. When you are young, you have the highest income earning potential. As your family grows, you will inevitably incur more expenses. Successful wealth building requires you to maintain a sustainable balance between savings and spending. Find the right income-producing investments that allow you to live a good life. Working with Claudia Weisser B.Comm, FMA, CIM® and her team will allow you to develop a solid wealth, tax and estate strategy that allow you to pay for your expenses, while building up and retaining your core wealth. Together, we can consider registered or non-registered investments, determining which is best for high net worth individuals. Creating trusts allows you to save money for your children until they become adults. Regardless of the final strategy you choose to settle on, all strategies are meticulously thought through and explained whenever Claudia advises any of her clients regarding wealth, tax or estate planning. You can rest assured, you will be well advised!
View published source ↗Assante Wealth Management Services include:
Tax & Estate Planning Retirement Income Strategies Business Succession Planning Investment Planning Advice Cash Management Charitable Giving & more...
View published source ↗The Importance of Cash Management
There's an old adage that says "cash is king". This proverbial statement illustrates the importance of cash, and its superiority and importance over other forms of currency or items of value. Although an individual can have $150 worth of stock investments and $150 dollars cash, the two are not completely equal despite their similar monetary value. Capital or cash management is important because it is the most valuable investment tool. Having more cash available allows companies and individuals greater financial flexibility and power. Although other forms of investment may have a correlated monetary value, they must be sold in order for value to be extracted. Cash is inherently valuable and monetarily significant. Having a sufficient amount of cash is necessary for both companies and individuals who want to function freely without the threat of their investments declining in value by forces outside of their control. The only way that cash can become less valuable is if it becomes destroyed or damaged and is not usable.
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