Assante advisors in Toronto, Ontario with published comprehensive financial planning information

…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…

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…

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…

…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…

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

…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.

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.

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.

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…