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Assante advisors in Ontario with published insurance and risk planning information

Browse advisor profiles in Ontario whose stored advisor-specific public evidence directly references insurance and risk planning. Profiles are displayed alphabetically. Inclusion is an evidence and location match, not a recommendation, ranking or suitability assessment.

43profiles with direct evidence
Ontarioverified location
Insurance and risk planningplanning topic
A–Zdisplay order

Published advisor evidence

Every profile below satisfies two independent filters: stored public location evidence for Ontario and advisor-specific public content directly matching insurance and risk planning. Corporate-generic passages, testimonials and team-member biographies are excluded from qualification.

Steve Hoffarth

Steve Hoffarth

SENIOR FINANCIAL PLANNER

Collingwood, Ontario
FMA · CFP · CIM
A Complete Approach to Wealth Management

…n that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests. Discover the Assante difference. Contact me to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

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SC

Susan Chapman

Assante advisor

Burlington, Ontario
The Assante Difference: A Complete Approach To Wealth Management

…l-being: investments, insurance, tax planning, estate planning, personal and family wealth and any business interests you many have. Discover the Assante difference. Contact me to discuss: Investment Planning Advice - TFSA's Retirement Income Planning Tax and Estate Planning Insurance Planning Education Planning Disability Planning Mortgage and Debt Management Cash flow Management Business Succession Planning Charitable Giving

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Tina Tehranchian

Tina Tehranchian

Senior Wealth Advisor Assante Capital Management Ltd.

Richmond Hill, Ontario
CFP® · CLU® · CH.F.C.® · CIM®
Our Services

…onal investment policy or sooner should there be significant changes to your financial situation or personal objectives Risk Management and Insurance Services Risk management forms the foundation of your financial planning. We will make surethat you and your family are protected against unforeseen risks and ensure the success of your financial plan by providing the following analysis and services: Comprehensive review–we will…

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Tom Cooney

Tom Cooney

SENIOR WEALTH ADVISOR

Mississauga, Ontario
CFP · R.F.P. · CLU® · CPCA
A Complete Approach to Wealth Management

…lanning and estate planning, to your personal and family wealth, to your business interests. Discover the Assante difference. Call me to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning Insurance products and services are provided through Assante Estate and Insurance Services Inc.

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Vytas Valaitis

Vytas Valaitis

Senior Financial Advisor Insurance Advisor

Burlington, Ontario
CPA · CA · CFP
Discover the Assante difference.

Call us to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning Insurance products and services are provided through Assante Estate and Insurance Services Inc.

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Wayne Lang

Wayne Lang

Branch Owner Senior Wealth Advisor

Ontario
CFP
Branch Owner Senior Wealth Advisor

…l Qualifications Partner, Director and Officer (PDO) Certified Financial Planner (CFP) Canadian Securities Course (CSC) Life Insurance and Accident & Sickness Insurance Memberships Assante Chairman's Council (since 2014) Northumberland Learning Connection (NLC) - Chairman Canadian Institute of Financial Planners (CIFP) Canadian Peony Society (CPS) Professional Experience Financial and Investment Advisor since 1992 Currently a…

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Wheaton Wealth Team

Assante advisor

Bancroft, Ontario
A Complete Approach to Wealth Management

…ffairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests. Discover the Assante difference. Contact us today to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Insurance planning Your Complete Financial Picture

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Explore insurance and risk planning in other provinces

Alberta8 evidence-matched profilesBritish Columbia9 evidence-matched profilesManitoba6 evidence-matched profilesNova Scotia7 evidence-matched profilesQuebec8 evidence-matched profiles

Explore other planning topics in Ontario

Business owners40 evidence-matched profilesBusiness succession planning25 evidence-matched profilesCash flow and debt management26 evidence-matched profilesCharitable giving and philanthropy22 evidence-matched profilesComprehensive financial planning64 evidence-matched profilesEducation planning30 evidence-matched profilesEstate and legacy planning55 evidence-matched profilesFamily wealth and intergenerational planning19 evidence-matched profilesHigh-net-worth families8 evidence-matched profilesInvestment planning46 evidence-matched profilesRetirement income planning31 evidence-matched profilesRetirement planning76 evidence-matched profilesTax planning36 evidence-matched profilesWealth management66 evidence-matched profilesWomen and life transitions8 evidence-matched profiles
Independent information directory. These pages combine stored advisor-specific topic evidence with stored public location evidence. They do not determine whether an advisor currently offers a service, is suitable for a visitor, or should be selected. Verify services, credentials, registration, fees, office location and availability directly with the advisor.