Assante advisors in Ontario with published comprehensive financial planning information

…, traveling, and taking advantage of the beautiful beaches along Lake Huron. These experiences reinforce my belief that financial planning is about more than numbers—it's about helping people create the freedom to enjoy the life they've worked hard to build. Whether you are preparing for retirement, growing your wealth, protecting your family, or planning your legacy, I am committed to providing personalized advice and compreh…

1975 - Graduated B.Comm.(Hons.) - University of Manitoba Paramedic under Mother Theresa and Br. Bob Mittelholtz, SJ Four years as linebacker with the University of Manitoba Bisons Ran five marathons and a variety of other distance races CBC Financial Manager/Controller - Winnipeg, Ottawa & Toronto Founding member of Assassins Rugby Football Club Played rugby for Douglas College, Vancouver, BC Instructed Intermediate Accounting…

…es and offer the best choice of insurance products that will meet your personal, business and wealth management needs. An insurance review is part of the financial plan that I will create for you, consulting insurance specialists and accessing the major insurance companies across the country. If you are looking for a financial strategy that will simplify and enhance your life, please contact me for a confidential consultation.

With over 20 years of experience in the financial services industry, Lawrence has been helping clients achieve their financial and lifestyle goals. As an advisor with Assante Capital Management Ltd., he co-ordinates and manages their evolving needs. In addition to his own expertise and knowledge, Lawrence works with a team of specialists to help his clients achieve an integrated wealth management strategy that extends beyond t…

Once we have all of the pieces of the puzzle, we then begin to make sense of them. Each family's situation and plan is different. With the help and expertise of portfolio managers, tax accountants, lawyers, and analysts, we will create a comprehensive financial plan that is straightforward to implement.

…e for individuals seeking financial success and security. With more than two decades experience honing proficiencies in Financial Planning and Wealth Management, Marilyn Maxan delivers dynamic financial counsel to clients who are serious about harnessing the secrets to meaningful wealth accumulation. She’s developed a personal financial philosophy from which her many clients have benefitted, that features the conviction that a…

…ost 25 years, I have been helping Canadians achieve their financial and lifestyle goals by providing them with personal financial planning and investment management services. As a Senior Financial Advisor and Assistant Branch Manager at the Assante Capital Management Ltd., 1001 Burns St. E. location in Whitby, Ontario, I draw on the expertise of a team of portfolio, tax and estate specialists at Assante to give my clients peac…

…largest financial firms. Taking on increasingly senior roles throughout his career in operations, sales, management and financial planning allowed him to gain a unique and comprehensive view of the industry and the client-advisor relationship. With this background, and a vision for operating a financial advisory practice that delivers transparent, valuable advice to clients, Nick and Dave partnered in 2018 to create Graham Sor…

…utral pools and equity alpha pools. Private Client Managed Portfolios is a wealth management program designed for clients with even more diverse and complex financial planning needs. Targeted at families with over $500,000 to invest, Private Client Managed Portfolios offer attentive client service through private client managers and comprehensive wealth plans prepared by a team of legal, accounting and financial professionals.

Patti has been in the financial services business since 1990, working part-time as she attended university. Upon graduation with an Honours Bachelor of Business Administration degree (Wilfrid Laurier University), Patti began working in the financial industry full-time. Her predecessor firm joined the Assante family in 1996. She is mutual funds and insurance licensed. Patti is a Certified Financial Planner professional and keep…

…y to ensure it all becomes the future you have always imagined. Discover the Assante difference. A complete list of our financial planning services include: Private Wealth Planning - Retirement Planning - Tax and Estate Planning - Cashflow and Mortgage consultation - Registered investments including RRSP's, TFSA's, RESP's, RDSP's. RRIF's, LIRA's and LIF's - Non registered investments - Life insurance - Disability insurance - C…

…and received the Award of Excellence from the Canadian Securities Institute. Additional education includes Professional Financial Planning, Conduct and Practices, Life Insurance, and Accident and Sickness Insurance. As a Financial Advisor for the past 19 years, he has been meeting with individuals, families and companies to address their financial needs and goals. After collecting all of the important and relevant data, it is…

Our Wealth Management and Investment philosophy is rooted in a holistic, evidence-based approach that integrates comprehensive financial planning with sophisticated investment management. We are committed to understanding each client’s unique financial situation, goals, and risk tolerance to craft personalized strategies that foster long-term financial success.

…is vital to the success of our clients that we focus on what we can control. Our process is comprised of four modules, Financial Planning, Wealth Management, Estate and Risk Planning, and Holistic Topics. Not every box will apply to every client in the beginning of our relationship but over time more and more areas of our process will come into play. Once they do become an issue that needs to be addressed it is important to n…

You have ideas on how you want to live your life. And just like any journey, you are most likely to achieve success when you think about where you want to go. Strategic planning can help you to get there by creating a clear road map to guide you along the way.

A clear and structured approach designed to guide you through every stage of your financial journey.

We review the plan and answer any questions you may have. Once we are ready, we complete all the paperwork necessary to implement the plan and communicate with you once everything has been set up.

…nt with the securities companysuccessor, Industrial Alliance Securities and joined Assante Capital Management in 2007. The major focus in the last number of years has been on individual clients’ financial planning needs for: investments, retirement planning, children/grandchildren education funding, and estate preservation in addition to providing services to small and mid-sized businesses for Group benefits and RRSP programs.

…gular saving plans, annual tax minimization strategies, along with portfolio construction and management. Your personal financial plan incorporates all elements of your life (personal and corporate if applicable) to lay out an achievable path to your dream retirement. Annual net worth updates show us if we are on track and financial plans are adjusted as life changes. This is a guided process, which generates results on an ann…

Experience Education Honors and Awards Senior Financial Planning Advisor at Assante Capital Management Ltd. (August 1997 - present) Financial Planner at Financial Concept Group (February 1993 - May 1997) Class 3 Flight Instructor at Algonquin Flight Centre (1991 - 1992) Flight Instructor responsible for teaching private and commercial students and teaching licenced pilots how to take-off and land on water to obtain their float…

…d then by creating a plan that will help achieve them. Shawn believes that investing is an important part of a family’s financial plan — but Real Wealth is about so much more than just money. Investment portfolios should be well diversified to provide growth and income, while still allowing investors to sleep peacefully at night. Shawn helps his clients with all aspects of their financial wealth and personal legacy. This gives…

…To me, it's the people and dreams behind the figures that matter the most. As an Assante Advisor with over 17 years of financial planning experience in the Orangeville and surrounding Greater Toronto Area, 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, fulfiling a lifelong ambition or leaving a legacy to your loved ones or a…

At our annual meeting we discuss whether there has been any changes to their financial goals and we will make changes to your financial plan accordingly.

Terry has 27 years of experience in the financial industry, and along with his team, specializes in providing comprehensive financial advice to his clients. Prior to becoming a Financial Advisor, Terry taught in the public school system, and draws from his teaching experience to identify issues and opportunities in his clients' situations, then sets out a course of action to implement strategies to help them achieve their goal…

Bryan Manson started his career as a financial advisor in 1983 after leaving his previous career of 25 years as a radio broadcaster. Bryan was a very knowledgeable man, he prided himself on achieving several designations such as the Certified Financial Planner, Chartered Life Underwriter and Registered Health underwriter. In 1995 Bryan invited his son John to join him and the two started working as The Manson Team. Flash-forwa…

Money Matters Newsletter Princess Margaret Cancer Foundation - Legacy Giving The Future of Canada's Real Estate Market Mutual Funds Have Their Place in a Portfolio Words From The Wise Scared Straight - More Young People Contributing to RRSP

Financial Planning The primary goal is to make you financially stable and comfortable. We do this through regular checkups on your net worth, current asset mix, and progress statements. We also ensure your retirement strategy and financial goals are being met while giving you the means to plan current expenses. Portfolio Selection We choose the appropriate combination of stocks and bonds through the best mutual fund money mana…

…ncial advisor. Within just a few years, Wayne achieved national recognition in his career as a “Top Performer” with the Financial Planning Group. When asked to speak to his peers at a conference and share his successes, he spoke of "The Lifetime Financial Integrator" and his comprehensive approach to financial planning. This framework was and continues to be at the very core of Wayne's Financial Planning Philosophy. Education…