Assante advisors with published wealth management information

…wealth needs, our team partners with you to make the right decisions. Through a personalized, comprehensive approach to wealth management, our team 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. We pull all the pieces together to provide you with the big picture – an overa…

…dedication to exceptional service are crucial to a successful advisor-client relationship. Through consistent focus on your best interests and ongoing monitoring and managing of your accounts, Sergio ensures that you remain on track to achieving your goals. Please take a few moments to learn more about Sergio and his team and how they can bring the benefits of a personalized, comprehensive approach to wealth management to you.

Shane is a wealth management specialist with a focus towards working professionals and business owners. His experience, education, and client-centric style make him a vital resource for his clients. With a passion for teaching and learning Shane has become a principal resource for those that appreciate his ability to playfully write upside down, while describing the possible solutions for any given wealth, estate, or tax scena…

Shawn is an experienced Wealth Advisor with Assante Wealth Management serving Ancaster, Brantford, and all of Southwestern Ontario. He holds a bachelor’s degree in economics and music from the University of Ottawa as well as the Personal Financial Planner designation from the Canadian Securities Institute. For more than 20 years, Shawn has been dedicated to making a difference in the lives of his clients and their families, he…

Within our wealth management consultative process we provide the following services:

At Assante, our mission is to deliver integrated wealth management solutions and help create wealth and prosperity for Canadian families who entrust us with their affairs.

At Assante, we simplify your life by meeting all of your wealth management needs in one place. As your main source for all of your wealth needs, I will pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. I will work closely with your trusted advisors as well as our in-house network of experts to create financial opportunities and well-defined…

…tyle goals. Working with a network of highly skilled professionals, I am dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance my clients’ lifestyle choices today and in the future. Building on a Bachelor of Arts and a Bachelor of Business Administration from the University of New Brunswick, I have continued my education each year through tax, investment, estate and ins…

Since 1998, Suhel’s wealth management practice has focused on taking charge of and managing the unique and complex financial needs of business owners, executives, incorporated professionals, and their families. Suhel works closely with his clients to simplify and enhance their lives by providing the knowledge and confidence they need to make well-informed financial decisions. Suhel’s approach revolves around integrating life m…

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…

Ask ten people to define wealth management. Actually, ask ten wealth managers to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of Assante Capital Management Ltd., however, you can benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.

Big Picture Planning –we take into account all aspects of your wealth management, including tax planning, estate planning, risk management, insurance, charitable giving, cash flow and debt management. Customized Financial Plans –your unique financial plan will be developed with your needs, goals and requirements in mind. Diversified Portfolios –your customized portfolio will be well diversified with respect to asset classes, g…

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…

Financial Planning The primary goal is to make you financially stable and comfortable. We do this through regular checkups on your net worth, current asset mix, and progress statements. We also ensure your retirement strategy and financial goals are being met while giving you the means to plan current expenses. Portfolio Selection We choose the appropriate combination of stocks and bonds through the best mutual fund money mana…

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…

Assante Wealth Management’s Group of Seven Wealth Advisors are proud to be the presenting sponsors of the McMichael Moonlight Gala 2017 and the 150 th anniversary partners of the McMichael. We are also the lead sponsors of Higher Estates: Lawren Harris and his American Contemporaries exhibition. I am thrilled to be a part of this initiative and support an organization that preserves our Canadian Art and Culture. To learn more…

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…

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