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Assante advisors in Burlington, Ontario with published wealth management information

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

5profiles with direct evidence
Burlingtonverified location
Wealth managementplanning topic
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Published advisor evidence

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

David Beauchamp

David Beauchamp

SENIOR FINANCIAL ADVISOR

Burlington, Ontario
CFP · FMA · CIM · FCSI
Education. Experience. Ethics.

…milies wanting to simplify their financial affairs and increase their quality of life through an integrated approach to wealth planning. Retirement Planning, Investment Selection, Education Plans, Estate Planning and Preservation are some of the ongoing services I provide. My discliplined investment approach and professionalism has earned me a reputation for being financially astute and client-focused. My clients appreciate th…

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Dennis O'Brien

Dennis O'Brien

Senior Financial Advisor

Burlington, Ontario
BA (Econ)
A Complete Approach to Wealth Management

At Assante, we simplify your life by meeting all of your wealth management needs in one place. Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions. To ensure that you remain on track to meet your goals we will discuss your progress and your options together on an ongoing basis . I will recommend and explain the appropriate professionally manage…

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Joan Cosby

Joan Cosby

Senior Financial Planner

Burlington, Ontario
CFP
Wealth Management Solutions

Assante is dedicated to meeting your complete financial and life management needs - whether investment, insurance, estate, banking or tax-related. Assante provides access to a broad range of highly skilled professionals, services and solutions through one point of contact ... your trusted Assante advisor. As an Assante team, we put all the pieces together for you. We will get a complete understanding of your financial situatio…

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PS

Paul Sinclair

Senior Wealth Advisor

Burlington, Ontario
Wealth Management and Investment Philosophy

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.

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SC

Susan Chapman

Assante advisor

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

At Assante, we simplify your life. Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions, supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, ea…

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Explore wealth management in Ontario

All OntarioBrowse the province-level evidence pageMississauga6 evidence-matched profilesToronto8 evidence-matched profiles

Explore other planning topics in Burlington, Ontario

Comprehensive financial planning5 evidence-matched profilesEstate and legacy planning6 evidence-matched profilesInvestment planning5 evidence-matched profilesRetirement planning8 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.