Assante advisors in Alberta with published estate and legacy planning information

…in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. As your trusted advisor, we pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluat…

…agement. He works with families and businesses to navigate the world of investment, retirement, and estate planning. From the initial plans of a growing family to the complex needs of a business succession plan, Clint and his team help his clients make, and execute, well informed financial decisions. He literally removes the str…

…-house network of wealth planning experts, including investment analysts, accountants, lawyers, and estate planning consultants.

…tection of loved ones Guidance through life events Tools to create good inheritors Philanthropy and legacy planning Pension style investing Tax savings Performance and cost transparency

…ing 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. As a Financial Advisor with Assante Capital Management Ltd., I realize that managing your wealth can be complex and time-consumin…

…ll aspects of a client’s financial well-being, from investments and insurance, to retirement, tax & estate planning. Scott achieved the Certified Financial Planner designation in 2004, the Financial Management Advisor (FMA) designation in 2008, and also holds a bachelor’s degree from the University of Manitoba (1998). In 2008, S…