Assante advisors in Manitoba with published comprehensive financial planning information

…most 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 any upcoming financial commitments or unforseen expenses.

…st 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 any unforseen events. Mortgages, Loans, Lines of Credit can…

…nding 10 years in retail management. Investment, retirement, and insurance planning were important components in my own financial plan, but as a busy retail manager and a new parent, I didn't always take the time to appreciate or understand how it should all fit together. "Estate Planning" was a mysterious term and I wanted to know what it meant, its purpose and what it achieved. When I started in this business, the first thin…

…ncome Tax Planning, as well as Risk Management and Estate Planning. The CFP certification is the most widely recognized financial planning designation in Canada and is considered the gold standard for the profession, representing the highest level of competence, ethics and practice. Proud to have established and grown his business in Thompson, the city which he was born and raised, Dwayne continues to be an active volunteer fo…

…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…