Assante advisors in Alberta with published insurance and risk planning information

…cience in Geology and worked as a geologist until 1992, when he became a personal financial advisor. Since then he has taken numerous industry courses and has attained the Certified Financial Planner (CFP) designation, the pre-eminent accreditation for financial planners. Bert is licensed for securities in Alberta, British Columbia, Saskatchewan, Manitoba and Ontario, and for life insurance and disability insurance in Alberta.

…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.

Insurance goes beyond being a safety net. We help you understand diverse options, from basic life protection to advanced strategies, integrating them into your wealth management plan. This comprehensive approach manages risks throughout your personal and professional life, securing your family's financial well-being. We view insurance as a crucial element of a financial plan, employing various strategies to meet personal or bu…

…personal financial and tax planning services to our clients and specializes in tax, investment analysis, cash flow and risk management. Jerry's main objective is to build a long term client relationship with you by providing top quality service through careful attention to detail and an understanding of your individual needs. He has developed several financial and tax planning strategies which, when implemented, result in sav…

Jessie Newton is a Chartered Professional Accountant, licensed securities & mutual funds representative, and health & life insurance advisor. She joined Assante Capital Management Ltd. in 2019 after 5 years in public accounting in which she worked as an assurance manager providing a full range of audit, tax, and accounting services to a variety of clients across an array of industries. Jessie works out of the Canmore Assante b…

…ify your life by addressing all aspects of your financial picture, including investment selection, retirement planning, risk management, and tax and estate planning. I previously worked as an Investment Counsellor with Assante Private Client, a division of CI Private Counsel L.P. In this role I met with High Net Worth clients to understand their investment objectives, personal circumstances, and risk tolerances, which allowed…

Tax Minimization Strategies Will, Power of Attorney and Personal Directive Review Insurance Life, Disability, Critical Illness & Long Term Care Stress free transition of assets to and from your portfolio

…g expertise in the areas of wealth management. Services: Products: Investment products; Insurance products*; Individual Insurance Planning 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 Individ…