Assante advisors in Toronto, Ontario with published wealth management information

Andrea began her career at Assante Wealth Management in 2015 and 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…

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…

My 30 year career in the Financial Services Industry has helped me to identify and simplify the Financial Planning Process for my clients. As an Advisor, with Assante Wealth Management, I am able to taylor investment solutions to meet all of our clients' needs.

…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.

Our approach to wealth management is simple. Our goal is to provide you with comprehensive wealth management advice according to your needs. With ongoing contact and support, our team ensures that you are on track to meet and exceed your goals. We pride ourselves on our industry knowledge, superior service, and commitment to your success. We are your trusted partner in: Insurance products and services are provided through Assa…

Next, I create a detailed document outlining my recommendations for your specific situation. I outline the investment strategy and personalized investment policy statement, which acts as a blueprint for your investments. The plan will determine exactly what you need to do to arrive, with a high level of confidence, at a time in your life that will enable you to retire on your own terms. Specifically, the exact dollar amount, s…

…h active management from portfolio managers around the world, these leading solutions combine investment expertise with wealth planning strategies. For high net-worth clients with more complex wealth planning needs, you’ll benefit from the exclusive offering of Assante Private Client, a division of CI Private Counsel LP. Private Client Managed Portfolios are made available through Assante Private Client, a division of CI Priva…

…o you. Wealth Matters Webcast – valuable insights and expertise directly from the portfolio managers and an informative wealth planning presentation by our wealth planning experts. Wealth Matters Summary – Highlights from the Wealth Matters webcast featuring portfolio manager perspectives and valuable insights from our wealth planning experts. Portfolio Construction – tactical maneuvers by portfolio managers The Big Picture –…