Assante advisors in Manitoba with published investment planning information

…it comes to investing, it is a disciplined approach that pays the greatest dividends. We can help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we’ll implement it, consistently and carefully, choosing from a broad range of best-in-class products and services, which can include Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap prog…

…l-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. 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* Group Retirement & Insurance Benefit Programs

…ects of your affairs that can have a financial impact. The three key components of comprehensive wealth management are: Investment Management Portfolio Construction Wealth Planning One of the benefits of using our process is the exclusive access to the Wealth Planning Group at Assante Private Client, a division of CI Private Counsel LP. The group is comprised of tax accoutants, lawyers and wealth planners. They are specialists…

…using our process is the exclusive access to the Wealth Planning Group of United Financial, a division of CI Private Counsel LP. The group is comprised of tax accountants, lawyers and wealth planners. They are specialists in the wealth planning area and will assist us in providing a comprehensive wealth planning service and recommendations that will benefit you most. Investment Management Portfolio Construction Wealth Planning

…financial planning as an ongoing, interactive relationship and is committed to simplifying complex decisions, selecting investment strategies, and developing protection plans that evolve with her clients’ needs—providing clarity at every stage of life. A lifelong learner, Juana is deeply committed to promoting financial literacy and enjoys sharing her knowledge through speaking engagements. Outside of her professional life, Ju…