Independent advisor information directory · Verify services, credentials and registration directly
EVIDENCE-BACKED TOPIC + LOCATION
Assante advisors in Ontario with published business owners information
Browse advisor profiles in Ontario whose stored advisor-specific public evidence directly references business owners. Profiles are displayed alphabetically. Inclusion is an evidence and location match, not a recommendation, ranking or suitability assessment.
40profiles with direct evidence
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Published advisor evidence
Every profile below satisfies two independent filters: stored public location evidence for Ontario and advisor-specific public content directly matching business owners. Corporate-generic passages, testimonials and team-member biographies are excluded from qualification.
Tom Cooney
SENIOR WEALTH ADVISOR
Mississauga, Ontario
CFP · R.F.P. · CLU® · CPCA
A Complete Approach to Wealth Management
…over the Assante difference. Call me to discuss: 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 I…
…gies. Experience in both accounting and investment services enables me to provide a unique skill to business owners by integrating the financial planning for both personal and business interests. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultatio…
Call us to discuss: 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.
…Assante difference. Contact us today to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Insurance planning Your Complete Financial Picture
Independent information directory. These pages combine stored advisor-specific topic evidence with stored public location evidence. They do not determine whether an advisor currently offers a service, is suitable for a visitor, or should be selected. Verify services, credentials, registration, fees, office location and availability directly with the advisor.
