Assante advisors in Alberta with published comprehensive financial planning information

…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…

…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.

…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.

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.

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…

…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…

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

…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…