Assante advisors with published wealth management information

…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…

…lves addressing all aspects of your affairs that can have a financial impact. The three key components of comprehensive wealth management are: One of the benefits of 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 assis…

A Complete Approach to Wealth Management 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…

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…

…Can Glen meet your overall goals and your concerns? Is there a compatibility of styles, a level of comfort and confidence that will allow you to work together over time to achieve your goals? Customization: There are many facets to wealth management. Glen’s clients speak of his ability to listen carefully and then create a plan for their unique situation. Glen pays attention to ensure that all relevant factors are considered.

We offer clients access to a wide-range of wealth management solutions, including an extensive range of third-party products and service providers. We work with our clients to understand their needs and goals, and will recommend the most appropriate solutions for their current situation and as their needs change over time. The result is a comprehensive financial strategy based on personalized, professional advice and solutions…

Our holistic approach to wealth management allows us to offer value beyond the products and services we provide to our clients. The Family Circle Wealth planning process alllows us to uniquely customize various solutions for you in the areas of: Retirement Counselling Legacy and Estate Planning Integrated Wealth Management Investment Planning Advice Cash and Money Management Solutions Charitable Giving Debt Management We focus…

…goals. Whether your building wealth for your future or want to maximize your income from your investments, we have the solution for you. We offer all of the following services packaged in one personalized wealth management plan. Reach out to us for a free consultation, we look forward to building a lifelong relationship with you. Investments Tax Minimization Retirement Planning Education Saving Pension Transfers Life Insurance

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.

- 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.

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…

…stry since 1996. She started her career at one of Canada's largest bank owned investment firms and then joining Assante Wealth Management in 2014. It was at Assante that she was able to work closely with her father-in-law Patrick Casey, who had over 40 years of financial experience. Together, they became a formidable team. Since Patrick’s retired in 2017, Heather continues to this day to ensure her clients are first and foremo…

As a client of Huron Shores Financial Group at Assante Capital Management Ltd., you will receive truly integrated wealth management services that are professional, methodical, and firmly rooted in understanding your personal needs. We will help you define your current financial situation and future goals, and implement a personalized plan to: Grow and protect your wealth with a customized investment portfolio Maximize your inc…

…tand that each client comes to us with their own unique financial concerns, needs or opportunities, and we have built a wealth management practice like no other. Increasingly sophisticated, knowledgeable, and demanding clients have been thrilled to have their lives simplified and enhanced through our integrated financial wealth management services that were tailored to each of their own unique needs and objectives. This is whe…

…milies achieve their financial and lifestyle goals. One of her primary objectives is to provide high-quality advice and integrated wealth management solutions that will simplify and enhance your life. As an Assante advisor, Jacty puts together personalized, comprehensive strategies where all components work together including investment planning, portfolio management, cash management solutions, tax planning and estate and insu…

…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.

…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.

With a career that spans 40 years and a practice that encompasses all areas of the wealth management process, James Schofield is a Senior Financial Advisor at Assante Capital Management Ltd.; one of Canada's leading providers of integrated wealth management solutions, designed to meet the needs and goals of individuals families and businesses. James has been helping individuals and owners of incorporations achieve their financ…

…as been helping families to simplify their affairs and increase their quality of life through an integrated approach to wealth planning that includes expertise in investments, insurance, tax, retirement and estate planning. James began his career as an Associate Advisor. His disciplined investment approach and professionalism earned him a reputation for being financially astute and client-focused. James believes in continually…

A Complete Approach to Wealth Management At Assante, we simplify your life by meeting all of your wealth management needs in one place.

At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contac…

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…

…ng on a wide range of important topics including: Access to fee based exclusive Money Management Customized Financial & Wealth Planning Financial, Retirement & Tax Planning Treasury Bills, GIC's, Bonds, Stocks, and large array of Mutual Funds Self-directed RRSP's, RRIF's, RESP's. Insurance, Estate & Succession Planning Services Make the best financial decisions for you! Assess your current situation and make planning recommend…

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…

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…

…efine and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. While Wealth Management is a broad term that can often encompass a range of disciplines, our clients come to us seeking: Unbiased advice Personalized wealth planning Protection of loved ones Guidance through life events Tools to create good inheritors Philanthropy and legacy planning Pension style investing Tax sav…

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…

…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…

…re to provide more services to his clients, John became an financial advisor. In 2006 he became affiliated with Assante Wealth Management where he is able to provide a wide range of investment solutions to his clients through the investment dealer Assante Capital Management Ltd. John is also licensed to provide insurance solutions for his clients through Assante Estate and Insurance Services and he continues to learn and grow…

…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.

With over 8 years of experience in the financial services industry, Joy Dong is an Investment Advisor at CI Assante wealth management Ltd, and a CIM® holder. Her professional background includes experience in banking, retirement planning, and investment strategy, providing her with a broad perspective on financial planning across different client needs and life stages. Joy takes a structured and thoughtful approach to working…

…individuals, families, and business owners make informed financial decisions with confidence. Since joining CI Assante Wealth Management Ltd in 2016, I have been dedicated to building long-term relationships with clients by providing personalized advice and exceptional service. My priority is always putting my clients' interests first and helping them achieve their financial goals through thoughtful planning and guidance. I a…

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…

With tax implications to each and every element of your integrated wealth plan, we can recommend strategies designed to minimize the tax burden on your income and investments. Remember, it’s not so much what you make that counts – it’s what you keep. Strategy, discipline and long-range planning are all well and good but you can’t put life on hold. What about the here and now? Your integrated wealth management plan needs to be…

…n addition to his own expertise and knowledge, Lawrence works with a team of specialists to help his clients achieve an integrated wealth management strategy that extends beyond traditional financial and estate planning. Lawrence holds a BA from York University; he specialized in Mathematics for Commerce. He believes in continually improving his education to better serve his clients. By earning industry designations, he is com…