Assante advisors with published financial planning information

…oted to Branch Manager in 2001. Albert graduated from the University of Toronto and has over 17 years of investment and financial planning experience. He holds the Certified Financial Planner designation and also the Financial Management Advisor designation. In 2007, he was awarded the distinction of Fellow of Canadian Securities Institute, the highest honour and most senior credential in Canadian financial services. Albert is…

…has been dedicated to helping families achieve financial independence through a more personalized, informed approach to financial planning. His goal is to earn the confidence and trust of his clients by offering the highest degree of integrity and professionalism, while committing himself to the best interests of his clients. He has specialized in retirement, investment, and tax planning for Sobeys employees since 2000 when he…

…ior Financial Planner and Chairman's Council Member at Assante Financial Management Ltd. where he started his career in Financial Planning at the age of 22 on October 2000. Alim is also a member for Financial Well-Being on the Ismailli Economic Planning Board for Canada. He is a Media and Youth Ambassador to the Financial Planners Standards Council, speaking at Colleges and Universities and appearing in many media outlets incl…

…d has spent her time at Assante as a licensed investment advisor. She has gained valuable experience in investments and financial planning by assisting two senior Financial Advisors. Andrea is a graduate of the University of Toronto’s Political Science program and subsequently studied Accounting and Finance at Ryerson University. Andrea became a certified Qualified Associate Financial Planner (QAFP™) in March of 2021. Andrea w…

Our team provides integrated financial planning and investment advice designed around your goals. We take the time to understand your unique situation so we can deliver clear, actionable strategies — and the confidence to follow through.

Arnie is a lifelong resident in the Kitchener-Waterloo region with over 40 years experience in financial planning . Arnie is dedicated to helping clients reach their financial goals. He has been life insurance licensed since 1981 and Mutual fund licensed since 1998. Arnie specializes in retirement income planning and estate protection.

…rtin is also captain of his softball team and plays badminton. A graduate of the IQPF in 1992, Martin offers high-level financial planning services based entirely on financial products, best adapted to your needs. Above all, he is passionate about human relationships based on mutual trust. He has built his reputation by making sure he understands his clients' situation and objectives before giving them a precise game plan and…

We simplify your life by meeting all of your wealth management needs in one place. A good financial plan considers your debts, fixed expenses, investments, and all other sources of income to build a smart strategy to achieve your financial dreams… no matter how big or small. No two financial planning strategies are alike. Regardless of where you are now, you can (and should) still have a financial dream…and a plan to help get…

…lder Planning Counsellor, Certified Financial Planner, Certified General Accountant (1978) and has 31 years of personal financial planning and management. Author of newsletters, articles for CGA Canada magazine, several years of public financial presentations and teaching as well as periodic T.V. and radio appearances. Specialist in comprehensive tax and retirement planning and professionally managed programs designed to accum…

…y developing comprehensive financial strategies tailored to their personal dreams and goals, and by offering integrated financial planning, wealth management, investments, tax and estate services, insurance, and retirement planning. You will be treated as we would want to be treated ourselves and we will earn and maintain your trust by doing what we say we will for you. My approach works best with clients who have greater than…

…s. If you would like to discuss how I can help you with your retirement planning, please do not hesitate to set up an appointment. I look forward to meeting you. Financial planning provided by Assante Private Client, a division of CI Private Counsel LP which is an indirect, wholly-owned subsidiary of CI Financial Corp. Assante Private Client and the Assante Private Client design are registered trademarks of CI Investments Inc.

Brenda Sernoskie has more than twenty years of experience in the financial planning industry. She graduated from the University of Waterloo with a Bachelor of Arts degree in Economics in 1992 and qualified as a CERTIFIED FINANCIAL PLANNER practitioner in 1996. Prior to joining Assante Capital Management Ltd. in mid-2003 Brenda was Vice President of a financial planning firm in Oakville, caretaking the financial welfare of 150…

…ance), Brent continued his education earning professional designations in areas that serve his clients’ needs including financial planning, insurance, investment analysis and management, taxation and estate planning. They are the CFP (Certified Financial Planner); CLU (Chartered Life Underwriter); CIWM (Certified International Wealth Manager); CIM® (Chartered Investment Manager); FMA (Financial Management Advisor); FCSI (Fello…

…most everyone incurs debt at some point in their lives. That’s why debt management should play a fundamental role in your financial plan. It is important for you to have the capacity to pay for unplanned expenses or major life changes. By assessing your current debt situation, we can assist you in handling your current debt and assess how well prepared you are to handle any upcoming financial commitments or unforseen expenses.

…ecialized investment, portfolio management and estate planning services for the top clients of these institutions. As a Financial Planning Advisor for the past seventeen years, Bryan brings his unique and extensive wealth of knowledge to each of his clients in the pursuit of their goals of financial independence. Bryan’s clients have achieved a higher level of confidence in knowing their affairs are in the capable hands of an…

…our team in 2016. Born and raised in the Ottawa Valley, Casey brings a strong commitment to personalized, goal-focused financial planning for individuals and families at every stage of life. As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Life Underwriter® (CLU®), Casey specializes in retirement and estate planning, investment management, and taxation. He is also fully licensed in life insurance, enabling him to…

Call me to discuss: *Insurance products and services are provided through Assante Estate and Insurance Services Inc. Tax planning Divorce and Separation financial planning Retirement income planning Estate planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

…ght corner of your jaw? Or do you allow him to inspect your entire mouth and then provide feedback and recommendations? Financial planning should be no different. By following an integrated and comprehensive approach to financial and life planning, you can sleep easy knowing that we are not focusing on teeth whitening while ignoring cavities. Instead, we'll look at the whole picture, inspect each component individually and mak…

Raising a family in Canada comes with a lot of joy—and a lot of financial responsibility. Between saving for your children's education, paying down your mortgage, planning vacations, and preparing for retirement, it's easy to feel pulled in every direction...

…ment and financial plans for individuals and families with over $250,000 of investable assets. The primary focus of his financial planning practice is to provide his clients peace of mind in knowing they have an effective game plan in place to achieve their short and long term goals. Reducing confusion and simplifying one’s affairs helps Claudio’s valuable clients properly understand where they are, where they want to go and h…

…of the Calgary CFA Society. With his diverse knowledge of the financial industry, Clint brings practical experience to his investment, risk management, and financial planning advice. Clint was born and raised in Southern Alberta and grew up on a ranch outside of Airdrie, Alberta. He knows the value of hard work and commitment to purpose. Clint enjoys going back to the family ranch, to spending time with his family and friends.

Retirement may seem a long way off, but it’s never too soon to begin saving. Financial planning is about more than just saving for retirement. We offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and building a personalized financial security plan and we’ll be here to help you with eve…

…st everyone incurs debt at some point in their lives. That’s why debt management should play a fundamental role in your financial plan. It is important for you to have the capacity to pay for unplanned expenses or major life changes. By assessing your current debt situation, we can assist you in handling your current debt and assess how well prepared you are to handle any unforseen events. Mortgages, Loans, Lines of Credit can…

Daisy's career in the financial industry began in 1999. She quickly learned that providing financial planning services is much more than just dealing with money. The ability to forge long-term, meaningful relationships based on trust, honesty and integrity combined with the opportunity to help others drew Daisy into the profession. Daisy completed her Financial Planning Associate Certificate from BCIT and obtained her Certifie…

…dvisor experience in the financial services industry. I am a CERTIFIED FINANCIAL PLANNER® or CFP® professional, dually licensed for mutual fund investments and life/accident and sickness insurance in the provinces of Alberta, British Columbia, and Saskatchewan. Our industry is continually changing and innovating, and our goal is to provide holistic financial planning solutions that address your individual goals and objectives.

…nding 10 years in retail management. Investment, retirement, and insurance planning were important components in my own financial plan, but as a busy retail manager and a new parent, I didn't always take the time to appreciate or understand how it should all fit together. "Estate Planning" was a mysterious term and I wanted to know what it meant, its purpose and what it achieved. When I started in this business, the first thin…

Darryl started his career in the financial planning industry in 1998 when he joined his father’s wealth planning practice as an associate. In that time, he has completed many educational courses including the Canadian Securities Course, Professional Financial Planner Course, and the Certified Financial Planner designation. Darryl is also fully licensed to offer life and living benefits insurance solutions to his clients. Darry…

…se. Darryl started his career as a financial planner at Investors Group, before moving on to Assante (then known as The Financial Planning Group) in 1997. Darryl’s strong belief in giving back and supporting the community prompted an initiative to ask clients to make a donation to a charity or not for profit association in lieu of payment for his tax return* services. A different charity is chosen each year and in the past he’…

…and have earned the following industry designations: - CERTIFIED FINANCIAL PLANNER (CFP) designation as governed by the Financial Planning Standards Council of Canada. A CFP Practitioner is one of the most respected financial planning designations in the profession and requires adherence to a strict code of ethics that mandates each CFP Professional act as a fiduciary in every relationship . I encourage you to view the followi…

…tial is one of the highest qualifications a financial professional can attain. It is the mark of a highly trained, highly ethical professional who adheres to internationally recognized professional standards. As a financial advisor, David will assist you with growing your wealth. As a certified insurance advisor, David can provide you with a comprehensive financial plan to meet your lifestyle needs at every stage of your life.

…ligibility for services. It is important to remember that BC government services are income-tested. With proper tax and financial planning, care costs can usually be reduced. Who to contact by Health Authority: Fraser Health – contact Home Health Service Line at 1-855-412-2121 (7 days a week, 8:30 a.m. - 4:30 p.m.) to request an assessment. Interior Health – contact your local Home and Community Care office . Island Health – c…

…been helping individuals and families navigate their financial journeys since 1993. His approach focuses on thoughtful financial planning supported by well-informed investment advice. A strong believer in continuous learning, he holds both the CFP® and CIM® designations. He previously served on the National Best Practices Committee for Advocis, The Financial Advisor Association of Canada, and as the Professional Conduct Chair…

…h as reducing your taxes , educating your children and caring for the important people in your life. At the core of the planning process is your Net Worth Statement . You will have a detailed statement of your Net Worth that we will update together on an ongoing basis as your financial situation changes. Based on projected future values, along with any private or government pension benefits and taking into account projected ch…

…our financial situation and your needs. By understanding your personal financial situation I can design a full personal financial plan customized to your unique situation. 2. I will develop a financial strategy to identify savings for retirement, children’s education, charitable initiatives, estate and tax planning and insurance needs including life, disability, critical illness and long term care. 3. We will meet on a regular…

At Assante, we prioritize your financial well-being with comprehensive financial planning services. Our expert team will work closely with you to craft a personalized roadmap tailored to your unique goals, aspirations, and risk tolerance. Our goal is to empower you with a holistic financial plan that evolves with your life, ensuring a secure and prosperous future.

…ncome Tax Planning, as well as Risk Management and Estate Planning. The CFP certification is the most widely recognized financial planning designation in Canada and is considered the gold standard for the profession, representing the highest level of competence, ethics and practice. Proud to have established and grown his business in Thompson, the city which he was born and raised, Dwayne continues to be an active volunteer fo…