Assante advisors in Quebec with published wealth management information

Tax & Estate Planning Retirement Income Strategies Business Succession Planning Investment Planning Advice Cash Management Charitable Giving & more...

…I Assante wealth advisors , we will work with you to define and prioritize each of your goals and build a comprehensive wealth management strategies that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. Our clients include dentists , health professionals , entrepreneurs , and high-net-worth individuals and families w…

…de Planification Financiere.He is supported by a network of highly skilled professionals, such as tax specialists, lawyers, and accountants. Frank focuses on delivering the full wealth management package including investments, insurance, retirement planning, tax planning, business planning, and estate planning. He helps engage his clients with their advisory teams to make sure all decisions are the result of prudent planning.

At Assante, we simplify your life by meeting all of your wealth management needs in one place. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice. As your main source for all of your wealth needs, I can help you make the right decisions. Through a personalized, comprehensive approach t…

At Assante, we simplify your life by meeting all of your wealth management needs in one place. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice. As your main source for all of your wealth needs, I can help you make the right decisions. Through a personalized, comprehensive approach t…

Complete wealth management at each stage of your family’s life. Just as your family dynamics and life stage changes, your wealth management priorities will evolve. We will be there for you, wherever you are today, and each step forward. If you’re juggling family-related costs and mortgage payments, counting down to retirement… You have a healthy cash flow, substantial investments, and no debt. But you still have significant co…

…eds of a very thorough planning process he uses to help clients see the bigger picture. James is supported by a team of professionals including tax specialists, lawyers and accountants all working together to help individuals and their families meet their financial health objectives. If you’re seeking comprehensive wealth management solutions that will simplify and enhance your life, please feel free to contact him at anytime.

At Assante, we simplify your life by meeting all of your wealth management needs in one place. You may have a number of professionals who provide you with sound advice in their specific areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice. Through a proactive, personalized, comprehensive round table approach to wealth management, Assante provides access to a broad ran…

…rned from a young age the many lessons and habits required to build wealth, grow and preserve it, and the impact proper wealth management has on many lives. These core lessons, encountering numerous and diverse client financial situations over his extensive 20 years of Advisory experience, and supported by the many talented specialists at Assante Private Client and Assante Estate and Insurance Services Inc, there really is no…

…alike to help them save taxes and transfer assets to the next generation. Jonathan has completed his Canadian Securities Course and Wealth Planning Course, and has his Chartered Investment Manager (CIM) designations. He is actively involved in the Canadian Breast Cancer Foundation. Jonathan is securities licensed and well positioned to recommend independent mutual funds and individual securities such as stocks, bonds and ETFs.

…lan can have many benefits for you, your heirs, and those in your local community or in countries around the world. Our wealth planning team can help you develop a personal strategy to bring your legacy to life. We help you to decide the best way to structure your estate, what type of trusts will be set up, how family assets will be transferred to your beneficiaries that is both fair and tax efficient. Proper planning will sav…

At Assante, we simplify your life by meeting all of your wealth management needs in one place. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice. As your main source for all of your wealth needs, I can help you make the right decisions. Through a personalized, comprehensive approach t…

Our West Island wealth management firm is dedicated to providing comprehensive wealth management services tailored to the unique financial needs of business owners, dentists, and healthcare professionals. We understand the unique challenges you face in managing both your personal finances and the interests of your business. Our dedicated team is committed to providing you with the strategies and knowledge you need to navigate…