Assante advisors in Ontario with published comprehensive financial planning information

…oted to Branch Manager in 2001. Albert graduated from the University of Toronto and has over 17 years of investment and financial planning experience. He holds the Certified Financial Planner designation and also the Financial Management Advisor designation. In 2007, he was awarded the distinction of Fellow of Canadian Securities Institute, the highest honour and most senior credential in Canadian financial services. Albert is…

…d has spent her time at Assante as a licensed investment advisor. She has gained valuable experience in investments and financial planning by assisting two senior Financial Advisors. Andrea is a graduate of the University of Toronto’s Political Science program and subsequently studied Accounting and Finance at Ryerson University. Andrea became a certified Qualified Associate Financial Planner (QAFP™) in March of 2021. Andrea w…

Our team provides integrated financial planning and investment advice designed around your goals. We take the time to understand your unique situation so we can deliver clear, actionable strategies — and the confidence to follow through.

Arnie is a lifelong resident in the Kitchener-Waterloo region with over 40 years experience in financial planning . Arnie is dedicated to helping clients reach their financial goals. He has been life insurance licensed since 1981 and Mutual fund licensed since 1998. Arnie specializes in retirement income planning and estate protection.

We simplify your life by meeting all of your wealth management needs in one place. A good financial plan considers your debts, fixed expenses, investments, and all other sources of income to build a smart strategy to achieve your financial dreams… no matter how big or small. No two financial planning strategies are alike. Regardless of where you are now, you can (and should) still have a financial dream…and a plan to help get…

…lder Planning Counsellor, Certified Financial Planner, Certified General Accountant (1978) and has 31 years of personal financial planning and management. Author of newsletters, articles for CGA Canada magazine, several years of public financial presentations and teaching as well as periodic T.V. and radio appearances. Specialist in comprehensive tax and retirement planning and professionally managed programs designed to accum…

Brenda Sernoskie has more than twenty years of experience in the financial planning industry. She graduated from the University of Waterloo with a Bachelor of Arts degree in Economics in 1992 and qualified as a CERTIFIED FINANCIAL PLANNER practitioner in 1996. Prior to joining Assante Capital Management Ltd. in mid-2003 Brenda was Vice President of a financial planning firm in Oakville, caretaking the financial welfare of 150…

…ance), Brent continued his education earning professional designations in areas that serve his clients’ needs including financial planning, insurance, investment analysis and management, taxation and estate planning. They are the CFP (Certified Financial Planner); CLU (Chartered Life Underwriter); CIWM (Certified International Wealth Manager); CIM® (Chartered Investment Manager); FMA (Financial Management Advisor); FCSI (Fello…

…ecialized investment, portfolio management and estate planning services for the top clients of these institutions. As a Financial Planning Advisor for the past seventeen years, Bryan brings his unique and extensive wealth of knowledge to each of his clients in the pursuit of their goals of financial independence. Bryan’s clients have achieved a higher level of confidence in knowing their affairs are in the capable hands of an…

…our team in 2016. Born and raised in the Ottawa Valley, Casey brings a strong commitment to personalized, goal-focused financial planning for individuals and families at every stage of life. As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Life Underwriter® (CLU®), Casey specializes in retirement and estate planning, investment management, and taxation. He is also fully licensed in life insurance, enabling him to…

…ment and financial plans for individuals and families with over $250,000 of investable assets. The primary focus of his financial planning practice is to provide his clients peace of mind in knowing they have an effective game plan in place to achieve their short and long term goals. Reducing confusion and simplifying one’s affairs helps Claudio’s valuable clients properly understand where they are, where they want to go and h…

Retirement may seem a long way off, but it’s never too soon to begin saving. Financial planning is about more than just saving for retirement. We offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and building a personalized financial security plan and we’ll be here to help you with eve…

Darryl started his career in the financial planning industry in 1998 when he joined his father’s wealth planning practice as an associate. In that time, he has completed many educational courses including the Canadian Securities Course, Professional Financial Planner Course, and the Certified Financial Planner designation. Darryl is also fully licensed to offer life and living benefits insurance solutions to his clients. Darry…

…and have earned the following industry designations: - CERTIFIED FINANCIAL PLANNER (CFP) designation as governed by the Financial Planning Standards Council of Canada. A CFP Practitioner is one of the most respected financial planning designations in the profession and requires adherence to a strict code of ethics that mandates each CFP Professional act as a fiduciary in every relationship . I encourage you to view the followi…

…tial is one of the highest qualifications a financial professional can attain. It is the mark of a highly trained, highly ethical professional who adheres to internationally recognized professional standards. As a financial advisor, David will assist you with growing your wealth. As a certified insurance advisor, David can provide you with a comprehensive financial plan to meet your lifestyle needs at every stage of your life.

…been helping individuals and families navigate their financial journeys since 1993. His approach focuses on thoughtful financial planning supported by well-informed investment advice. A strong believer in continuous learning, he holds both the CFP® and CIM® designations. He previously served on the National Best Practices Committee for Advocis, The Financial Advisor Association of Canada, and as the Professional Conduct Chair…

…h as reducing your taxes , educating your children and caring for the important people in your life. At the core of the planning process is your Net Worth Statement . You will have a detailed statement of your Net Worth that we will update together on an ongoing basis as your financial situation changes. Based on projected future values, along with any private or government pension benefits and taking into account projected ch…

…our financial situation and your needs. By understanding your personal financial situation I can design a full personal financial plan customized to your unique situation. 2. I will develop a financial strategy to identify savings for retirement, children’s education, charitable initiatives, estate and tax planning and insurance needs including life, disability, critical illness and long term care. 3. We will meet on a regular…

…ategies • Tax Planning • Estate Planning What other services can Ed provide for you? Ed will work with you to develop a financial plan that reflects your goals and interests. He has also assisted his clients with: Pension and Severance transfers Incorporation of their business or professional practices Setting up Family Trusts Implement corporate funded insurance strategies Structure holdings to maximize wealth Plan the purcha…

…ng in business for over 25 years, and helping clients make smart decisions about their money, I have compiled my top 10 financial planning commandments. Changing one's portfolio when one's financial goals have not changed is wrong and will depress future returns. The best day of the week to invest money is the one that ends in "day". Take advantage of market downturns. This will help you get that much closer to your financial…

…Pittsburgh Community Benefit Fund I work with young professionals to help them understand their finances and develop a financial plan that works for them. There is a lot of noise in this industry with many different opinions and products – banks, insurance salespeople, robo-advisors, your family and friends – they all seem to offer conflicting advice, leaving you to question if it actually applies to your particular circumsta…

Without a financial plan and long-term perspective, financial decisions are driven by ad hoc emotional considerations rather than logic. Most investors do not have the time, temperament or training to manage all aspects of their personal financial affairs. On occasion, a willingness to stand apart from the crowd is essential for investment success. A balanced approach to investments is the only way to reduce overall risk and i…

…plan to paper so that on a regular basis he can review it with you to determine progress made. Collaboration: Often the planning process involves gathering additional support information and research. When the situation requires outside expertise, Glen taps into his trusted network of like minded professionals. He built this network of specialists over many years. They include accountants, tax specialists, lawyers, and others,…

We apply a creative and respectful approach to financial planning; never compromising our common trust and we treat your plan for financial security with intellect and respect.

At Assante, we offer an intergenerational holistic approach to financial planning that encompasses all areas of your financial life. We partner with your lawyer and accountant to deliver a customized financial plan that evolves and adapts as your financial needs and goals change over time.

When you walk in our door you're taking the first step towards financial peace of mind. We take a comprehensive look at your financial picture and then build a tailored investment strategy to help you achieve your goals. Whether your building wealth for your future or want to maximize your income from your investments, we have the solution for you. We offer all of the following services packaged in one personalized wealth mana…

We offer a range of other financial planning services including: Retirement Planning Estate Planning Investment & Insurance Planning

Almost 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 the future.

With over 20 years in the financial planning industry, Iryne’s clients have described her to be knowledgeable, professional, understanding and patient when managing their investments and insurance policies. She has earned her professional status as a Certified Financial Planner CFP ® , Certified Health Insurance Specialist (CHS ) and Chartered Life Underwriter CLU ® . Providing financial peace of mind for you, your family and…

For more than 18 years, Ivan has been helping individuals, families and small business owners develop comprehensive financial strategies to achieve their dreams and goals. This involves incorporating a balanced investment strategy, along with proper tax and estate planning services. Among the greatest strengths Ivan brings to his client relationships are his knowledge, integrity and dedication to exceptional service. Ivan hold…

Our client relationship starts with the development of a comprehensive Financial Strategy. Financial planning focuses on you and your family as individuals – bringing together all the financial, emotional and psychological factors that affect your life.

…y for more then 25 years. He has worked within each of the major Canadian banks and has a thorough knowledge of their services and portfolios. In 2000, James decided to leave the banking industry and extend his knowledge in the financial planning area of Wealth Management and became a Financial Advisor. His personal philosophy is to look beyond the numbers to make your money work best for you. Clear, Simple and Trusted Advice.

With a career that spans 40 years and a practice that encompasses all areas of the wealth management process, James Schofield is a Senior Financial Advisor at Assante Capital Management Ltd.; one of Canada's leading providers of integrated wealth management solutions, designed to meet the needs and goals of individuals families and businesses. James has been helping individuals and owners of incorporations achieve their financ…

At Russel Wealth Planning Group, Jan provides independent financial advice that is not tied to any product or service. Jan takes the time to evaluate his clients’ situation and goals before making any recommendations. He believes that all planning and product recommendations must be matched to goals and circumstance. Any solutions he provides are implemented and followed up with clients on at least an annual basis. Jan has adv…

Financial planning is a cornerstone to helping Canadians achieve financial success. By reviewing your critical goals, identifying your current situation, and assessing the steps to help you achieve these goals, we can truly help make a difference in your future by implementing Financial planning strategies along the way. When considering your Financial Plan, ensure that you are taking into consideration both personal and busin…

Helping You Achieve Your Goals and Dreams Planning for your financial future is more than just looking at numbers. To me, it's the people and dreams behind the figures that matter the most. With over 30 years of experience, 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, fulfilling a lifelong ambition, running a prosperous bus…