Assante advisors with published financial planning information

Understanding the estate planning process and options that are right for you can be a complex undertaking. Yet, it is crucial to ensure your affairs are put in order, your assets are protected, and your final wishes are honored. Regardless of your age, an estate plan is vital for: Ensuring your property is seamlessly transferred to loved ones with as few legal hurdles as possible. Minimizing tax liabilities for property and as…

…utral pools and equity alpha pools. Private Client Managed Portfolios is a wealth management program designed for clients with even more diverse and complex financial planning needs. Targeted at families with over $500,000 to invest, Private Client Managed Portfolios offer attentive client service through private client managers and comprehensive wealth plans prepared by a team of legal, accounting and financial professionals.

…and CERTIFIED FINANCIAL PLANNER® Professional as these certifications are the gold standard in portfolio management and financial planning. Personally, when I'm not working with my clients and running my business, I love spending time outdoors with my wife, Michelle, and our two sons. We can often be found biking, hiking, camping and skiing in the Rockies and Kananaskis country in our free time. If you’re interested in talking…

Patti has been in the financial services business since 1990, working part-time as she attended university. Upon graduation with an Honours Bachelor of Business Administration degree (Wilfrid Laurier University), Patti began working in the financial industry full-time. Her predecessor firm joined the Assante family in 1996. She is mutual funds and insurance licensed. Patti is a Certified Financial Planner professional and keep…

…y to ensure it all becomes the future you have always imagined. Discover the Assante difference. A complete list of our financial planning services include: Private Wealth Planning - Retirement Planning - Tax and Estate Planning - Cashflow and Mortgage consultation - Registered investments including RRSP's, TFSA's, RESP's, RDSP's. RRIF's, LIRA's and LIF's - Non registered investments - Life insurance - Disability insurance - C…

…and received the Award of Excellence from the Canadian Securities Institute. Additional education includes Professional Financial Planning, Conduct and Practices, Life Insurance, and Accident and Sickness Insurance. As a Financial Advisor for the past 19 years, he has been meeting with individuals, families and companies to address their financial needs and goals. After collecting all of the important and relevant data, it is…

Our Wealth Management and Investment philosophy is rooted in a holistic, evidence-based approach that integrates comprehensive financial planning with sophisticated investment management. We are committed to understanding each client’s unique financial situation, goals, and risk tolerance to craft personalized strategies that foster long-term financial success.

…is vital to the success of our clients that we focus on what we can control. Our process is comprised of four modules, Financial Planning, Wealth Management, Estate and Risk Planning, and Holistic Topics. Not every box will apply to every client in the beginning of our relationship but over time more and more areas of our process will come into play. Once they do become an issue that needs to be addressed it is important to n…

You have ideas on how you want to live your life. And just like any journey, you are most likely to achieve success when you think about where you want to go. Strategic planning can help you to get there by creating a clear road map to guide you along the way.

…investing. Rafael is passionate about educating individuals, families, and small business owners on the complexities of financial planning, investment strategies, and wealth management. He believes that informed clients are confident clients and takes pride in guiding them through every step of their financial journey. In his work with small business owners, Rafael helps them navigate the unique financial challenges they face,…

Outline Lifestyle Goals and Financial Objectives Financial Growth Profile Analysis Income Replacement Needs Analysis Investment Portfolio Statements Retirement Projections and Cash Flow Analysis

…s and challenges in your personal and family's wealth matters. Using a personalized, comprehensive approach, our wealth planning process doesn’t stop there. 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 the main source for all of your wealth needs, we work with your profession…

A clear and structured approach designed to guide you through every stage of your financial journey.

Rob Taylor can help you find clarity and build a finely-tuned plan specific to your own life. Helping clients understand all of the information presented and make informed decisions is Rob’s specialty. Many times a client will come to Rob from another financial advisor, feeling like they lack clarity and understanding of their own portfolio. Rob’s goal is to make everything crystal clear. Rob can show you how to pinpoint what …

Robert-Yves Mazerolle is a Senior Financial Planning Advisor and has been working in the Financial Services industry since 1989. Prior to joining Assante Capital Management Ltd. in 2000, he worked in the Wealth Management division of one of Canada’s leading chartered banks, providing clients with financial guidance in Investment and Estate Planning. Aside from a Business Management certificate from Université du Québec à Montr…

We review the plan and answer any questions you may have. Once we are ready, we complete all the paperwork necessary to implement the plan and communicate with you once everything has been set up.

…nt with the securities companysuccessor, Industrial Alliance Securities and joined Assante Capital Management in 2007. The major focus in the last number of years has been on individual clients’ financial planning needs for: investments, retirement planning, children/grandchildren education funding, and estate preservation in addition to providing services to small and mid-sized businesses for Group benefits and RRSP programs.

…gular saving plans, annual tax minimization strategies, along with portfolio construction and management. Your personal financial plan incorporates all elements of your life (personal and corporate if applicable) to lay out an achievable path to your dream retirement. Annual net worth updates show us if we are on track and financial plans are adjusted as life changes. This is a guided process, which generates results on an ann…

Experience Education Honors and Awards Senior Financial Planning Advisor at Assante Capital Management Ltd. (August 1997 - present) Financial Planner at Financial Concept Group (February 1993 - May 1997) Class 3 Flight Instructor at Algonquin Flight Centre (1991 - 1992) Flight Instructor responsible for teaching private and commercial students and teaching licenced pilots how to take-off and land on water to obtain their float…

…d then by creating a plan that will help achieve them. Shawn believes that investing is an important part of a family’s financial plan — but Real Wealth is about so much more than just money. Investment portfolios should be well diversified to provide growth and income, while still allowing investors to sleep peacefully at night. Shawn helps his clients with all aspects of their financial wealth and personal legacy. This gives…

…advanced planning to address your financial challenges beyond investments. Advanced planning deals with four key areas: Financial Planning analyzes your key resources and answers the question – will you have enough. We provide you with retirement projections showing you what needs to occur for you to meet you retirement income goals. Wealth Enhancement aims to minimize the amount of tax you and your business pays. We work with…

…To me, it's the people and dreams behind the figures that matter the most. As an Assante Advisor with over 17 years of financial planning experience in the Orangeville and surrounding Greater Toronto Area, 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, fulfiling a lifelong ambition or leaving a legacy to your loved ones or a…

At our annual meeting we discuss whether there has been any changes to their financial goals and we will make changes to your financial plan accordingly.

We understand that each person and each business is unique. Your customized financial plan will identify and offer strategies to address the challenges.

Terry has 27 years of experience in the financial industry, and along with his team, specializes in providing comprehensive financial advice to his clients. Prior to becoming a Financial Advisor, Terry taught in the public school system, and draws from his teaching experience to identify issues and opportunities in his clients' situations, then sets out a course of action to implement strategies to help them achieve their goal…

Bryan Manson started his career as a financial advisor in 1983 after leaving his previous career of 25 years as a radio broadcaster. Bryan was a very knowledgeable man, he prided himself on achieving several designations such as the Certified Financial Planner, Chartered Life Underwriter and Registered Health underwriter. In 1995 Bryan invited his son John to join him and the two started working as The Manson Team. Flash-forwa…

Money Matters Newsletter Princess Margaret Cancer Foundation - Legacy Giving The Future of Canada's Real Estate Market Mutual Funds Have Their Place in a Portfolio Words From The Wise Scared Straight - More Young People Contributing to RRSP

Financial Planning The primary goal is to make you financially stable and comfortable. We do this through regular checkups on your net worth, current asset mix, and progress statements. We also ensure your retirement strategy and financial goals are being met while giving you the means to plan current expenses. Portfolio Selection We choose the appropriate combination of stocks and bonds through the best mutual fund money mana…

…umbers. It's also about understanding your unique aspirations and values. My mission is to simplify the complexities of financial planning so you can focus on what really matters: growing your wealth and securing your legacy. Whether you're an entrepreneur, a healthcare professional, a dentist or looking to make informed financial decisions, I'm here to guide you every step of the way. Together, we'll develop a comprehensive w…

…ncial advisor. Within just a few years, Wayne achieved national recognition in his career as a “Top Performer” with the Financial Planning Group. When asked to speak to his peers at a conference and share his successes, he spoke of "The Lifetime Financial Integrator" and his comprehensive approach to financial planning. This framework was and continues to be at the very core of Wayne's Financial Planning Philosophy. Education…

…lanning Group Benefit Planning Debt Management - Traditional mortgages, secured lines of credit Group Benefit products; Financial Planning Retirement Planning Estate & Succession Planning Tax Planning Investment Planning - RRSPs, RRIFs, RESPs, LIRAs, TFSAs, RDSPs, Pension Plans Mutual Funds Individual Stocks Individual Bonds High Interest Savings Accounts GICs Flow Through Shares ETFs Wrap Products IPOs Life Insurance Disabili…