Assante advisors with published financial planning information

…ategies • Tax Planning • Estate Planning What other services can Ed provide for you? Ed will work with you to develop a financial plan that reflects your goals and interests. He has also assisted his clients with: Pension and Severance transfers Incorporation of their business or professional practices Setting up Family Trusts Implement corporate funded insurance strategies Structure holdings to maximize wealth Plan the purcha…

…ng in business for over 25 years, and helping clients make smart decisions about their money, I have compiled my top 10 financial planning commandments. Changing one's portfolio when one's financial goals have not changed is wrong and will depress future returns. The best day of the week to invest money is the one that ends in "day". Take advantage of market downturns. This will help you get that much closer to your financial…

…onal accreditation, and have also completed many other industry courses. Many clients have complex needs, as part of my financial planning approach, I will work with your current accountant, lawyer, and other professionals to build a plan that is fully integrated with all aspects of your finances. I have a family focused practice and this might include working with your family members, adult children starting out, aging parent…

…Pittsburgh Community Benefit Fund I work with young professionals to help them understand their finances and develop a financial plan that works for them. There is a lot of noise in this industry with many different opinions and products – banks, insurance salespeople, robo-advisors, your family and friends – they all seem to offer conflicting advice, leaving you to question if it actually applies to your particular circumsta…

As Assante Advisors our goal is to help you achieve financial independence and enjoy the kind of life you want to live—by doing it right. It’s not just about investments. Sure, they play an important role in implementing your plan for a successful financial future but wealth planning is about much more. We believe it’s about you, and discovering what matters to you—your needs, your fears, your priorities and your goals. Only t…

Without a financial plan and long-term perspective, financial decisions are driven by ad hoc emotional considerations rather than logic. Most investors do not have the time, temperament or training to manage all aspects of their personal financial affairs. On occasion, a willingness to stand apart from the crowd is essential for investment success. A balanced approach to investments is the only way to reduce overall risk and i…

…plan to paper so that on a regular basis he can review it with you to determine progress made. Collaboration: Often the planning process involves gathering additional support information and research. When the situation requires outside expertise, Glen taps into his trusted network of like minded professionals. He built this network of specialists over many years. They include accountants, tax specialists, lawyers, and others,…

We apply a creative and respectful approach to financial planning; never compromising our common trust and we treat your plan for financial security with intellect and respect.

At Assante, we offer an intergenerational holistic approach to financial planning that encompasses all areas of your financial life. We partner with your lawyer and accountant to deliver a customized financial plan that evolves and adapts as your financial needs and goals change over time.

When you walk in our door you're taking the first step towards financial peace of mind. We take a comprehensive look at your financial picture and then build a tailored investment strategy to help you achieve your goals. Whether your building wealth for your future or want to maximize your income from your investments, we have the solution for you. We offer all of the following services packaged in one personalized wealth mana…

We offer a range of other financial planning services including: Retirement Planning Estate Planning Investment & Insurance Planning

Almost 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 the future.

With over 20 years in the financial planning industry, Iryne’s clients have described her to be knowledgeable, professional, understanding and patient when managing their investments and insurance policies. She has earned her professional status as a Certified Financial Planner CFP ® , Certified Health Insurance Specialist (CHS ) and Chartered Life Underwriter CLU ® . Providing financial peace of mind for you, your family and…

For more than 18 years, Ivan has been helping individuals, families and small business owners develop comprehensive financial strategies to achieve their dreams and goals. This involves incorporating a balanced investment strategy, along with proper tax and estate planning services. Among the greatest strengths Ivan brings to his client relationships are his knowledge, integrity and dedication to exceptional service. Ivan hold…

Our client relationship starts with the development of a comprehensive Financial Strategy. Financial planning focuses on you and your family as individuals – bringing together all the financial, emotional and psychological factors that affect your life.

…y for more then 25 years. He has worked within each of the major Canadian banks and has a thorough knowledge of their services and portfolios. In 2000, James decided to leave the banking industry and extend his knowledge in the financial planning area of Wealth Management and became a Financial Advisor. His personal philosophy is to look beyond the numbers to make your money work best for you. Clear, Simple and Trusted Advice.

…Therein lies the secret of our success... and of yours." For those seeking someone to help guide them along the path of financial planning and investment management in addition to delivering solutions for their tax, retirement and estate planning, and insurance needs, James Kocoris makes the decision of choosing a financial partner an easy one. With more than 20 years of experience in the financial services industry, James get…

With a career that spans 40 years and a practice that encompasses all areas of the wealth management process, James Schofield is a Senior Financial Advisor at Assante Capital Management Ltd.; one of Canada's leading providers of integrated wealth management solutions, designed to meet the needs and goals of individuals families and businesses. James has been helping individuals and owners of incorporations achieve their financ…

At Russel Wealth Planning Group, Jan provides independent financial advice that is not tied to any product or service. Jan takes the time to evaluate his clients’ situation and goals before making any recommendations. He believes that all planning and product recommendations must be matched to goals and circumstance. Any solutions he provides are implemented and followed up with clients on at least an annual basis. Jan has adv…

Financial planning is a cornerstone to helping Canadians achieve financial success. By reviewing your critical goals, identifying your current situation, and assessing the steps to help you achieve these goals, we can truly help make a difference in your future by implementing Financial planning strategies along the way. When considering your Financial Plan, ensure that you are taking into consideration both personal and busin…

Jerold is a Senior Financial Planner with over 28 years of background experience in personal and corporate financial planning, accounting, banking, and tax preparation. Jerry has a Bachelor of Commerce from the University of Calgary and after working in both the public and private sectors, including time spent assisting small businesses with accounting and tax issues he began his own practice as a financial advisor with Assant…

Helping You Achieve Your Goals and Dreams 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. With over 30 years of experience, 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 bus…

…includes experience in banking, retirement planning, and investment strategy, providing her with a broad perspective on financial planning across different client needs and life stages. Joy takes a structured and thoughtful approach to working with clients, placing emphasis on understanding individual goals, priorities, and circumstances. She believes clear communication and education are key elements in supporting informed fi…

…ates with them to create realistic, meaningful plans designed to achieve, protect, and sustain their goals. Juana views financial planning as an ongoing, interactive relationship and is committed to simplifying complex decisions, selecting investment strategies, and developing protection plans that evolve with her clients’ needs—providing clarity at every stage of life. A lifelong learner, Juana is deeply committed to promotin…

…l as that of his family. Today, he has given himself the mandate to support his clients so that they can have a healthy financial plan for their immediate and future needs while addressing their concerns and expectations. Having spent most of his life within a group, Mathieu advocates teamwork. Building a relationship on solid foundations such as respect, righteousness and discretion are essential for him to establish a long-t…

…, traveling, and taking advantage of the beautiful beaches along Lake Huron. These experiences reinforce my belief that financial planning is about more than numbers—it's about helping people create the freedom to enjoy the life they've worked hard to build. Whether you are preparing for retirement, growing your wealth, protecting your family, or planning your legacy, I am committed to providing personalized advice and compreh…

1975 - Graduated B.Comm.(Hons.) - University of Manitoba Paramedic under Mother Theresa and Br. Bob Mittelholtz, SJ Four years as linebacker with the University of Manitoba Bisons Ran five marathons and a variety of other distance races CBC Financial Manager/Controller - Winnipeg, Ottawa & Toronto Founding member of Assassins Rugby Football Club Played rugby for Douglas College, Vancouver, BC Instructed Intermediate Accounting…

…es and offer the best choice of insurance products that will meet your personal, business and wealth management needs. An insurance review is part of the financial plan that I will create for you, consulting insurance specialists and accessing the major insurance companies across the country. If you are looking for a financial strategy that will simplify and enhance your life, please contact me for a confidential consultation.

…everyone incurs debt at some point in their lives and that’s why debt management should play a fundamental role in your financial planning. 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 unforeseen expens…

With over 20 years of experience in the financial services industry, Lawrence has been helping clients achieve their financial and lifestyle goals. As an advisor with Assante Capital Management Ltd., he co-ordinates and manages their evolving needs. In addition to his own expertise and knowledge, Lawrence works with a team of specialists to help his clients achieve an integrated wealth management strategy that extends beyond t…

Once we have all of the pieces of the puzzle, we then begin to make sense of them. Each family's situation and plan is different. With the help and expertise of portfolio managers, tax accountants, lawyers, and analysts, we will create a comprehensive financial plan that is straightforward to implement.

…e for individuals seeking financial success and security. With more than two decades experience honing proficiencies in Financial Planning and Wealth Management, Marilyn Maxan delivers dynamic financial counsel to clients who are serious about harnessing the secrets to meaningful wealth accumulation. She’s developed a personal financial philosophy from which her many clients have benefitted, that features the conviction that a…

As a Senior Financial Planning Advisor at Assante, I can help you achieve your future dreams while enjoying peace of mind today. Whether it's Investing in Socially Responsible Impactful Investments utilizing the Environmental, Social and Governance selection criteria, 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 on…

…ers and individuals that face complexity in managing their wealth. Of course, we also have to be the right fit for you. Financial Planning Canada has a recommended 10 questions to ask any planner you are considering working with, please click here to review these questions. If you think we could be the team for you, click on one of the below links to book an introductory meeting. Book a meeting with Lorea DeClercq Book a meeti…

…ost 25 years, I have been helping Canadians achieve their financial and lifestyle goals by providing them with personal financial planning and investment management services. As a Senior Financial Advisor and Assistant Branch Manager at the Assante Capital Management Ltd., 1001 Burns St. E. location in Whitby, Ontario, I draw on the expertise of a team of portfolio, tax and estate specialists at Assante to give my clients peac…

…largest financial firms. Taking on increasingly senior roles throughout his career in operations, sales, management and financial planning allowed him to gain a unique and comprehensive view of the industry and the client-advisor relationship. With this background, and a vision for operating a financial advisory practice that delivers transparent, valuable advice to clients, Nick and Dave partnered in 2018 to create Graham Sor…