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AssanteAdvisors.com
PUBLISHED PLANNING TOPIC EVIDENCE

Assante advisors with published information about women and life transitions

Browse advisor profiles whose stored advisor-specific public evidence directly references women, widowhood or major life transitions. Profiles are displayed alphabetically. Inclusion is an evidence match, not a recommendation, ranking or suitability assessment.

13profiles with direct evidence
5provinces represented
10verified cities represented
A–Zdisplay order

Published advisor evidence

Each card below is supported by advisor-specific public content stored in the AssanteAdvisors.com knowledge dataset. Corporate-generic passages and testimonials are not used to qualify profiles for these topic pages.

Anne Huntley

Anne Huntley

Wealth Management Advisor

Waterloo, Ontario
CFP®
More Than Money

…lasting legacy. Whether you're planning for retirement, managing a business, or navigating a major life transition, we’re with you every step of the way — not just as advisors, but as partners who care.

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CM

Cara Marten

Assante advisor

Financial Advisor

…res that matter the most. As an Assante advisor with 25 years of industry experience, I have helped women and families gain peace of mind and achieve their dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a…

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Cathie Hurlburt

Cathie Hurlburt

Senior Financial Planner Chartered Financial Divorce Specialist

Vancouver, British Columbia
R.F.P. · FMA · CFP · CLU® · CHS
Senior Financial Planner Chartered Financial Divorce Specialist

…believes that they “get the whole picture”! She has a particular interest in helping people through life transitions, especially divorce, which can be fraught with emotions, challenges and difficult choices. She says that the value she and her team provide is “the understanding of what details to pay attention to and how to prio…

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Francesca Rea

Francesca Rea

Financial Advisor

Mississauga, Ontario
CFP® · RRC
The Women's Collection Inc. 2021

Officially Certified to be part of an exclusive group of members with The Women's Collection Inc. 2021 Professional Directory for Her! I am thrilled to have been chosen as one of two investment advisors in Ontario to be listed on this directory. What an honour and I look forward to working with such a great organization! This is…

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Heather Borrelli

Heather Borrelli

Senior Wealth Advisor

Quebec
CIM® · RIS
Financially Savvy, Financially Secure

…ighway, Suite 200, Dorval, Quebec Join us for an empowering and insightful evening designed to help women build confidence and take control of their financial well-being. This engaging seminar will explore the key principles of financial literacy, including understanding your relationship with money, the importance of proactive…

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Heather Casey

Heather Casey

Wealth Management Advisor

Peterborough, Ontario
Your Trusted Partner Through Life's Transitions

"My own life-changing transitions inspired me to help other women and their families navigate their own difficult life transitions and emerge confident, financially secure and empowered to deal with future life events." As an Assante advisor, I recognize your situation is unique. You have your own needs and goals and your own pr…

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Ingrid Denda

Ingrid Denda

Financial Advisor Investment Advisor

Ancaster, Ontario
CFP® · FMA · RFRA®
Financial Advisor Investment Advisor

…ks with a wide range of clients in many different areas and specializes in empowering and educating women who are on their own to help them better understand how to achieve their goals and future financial security. In 2016, Ingrid founded www.thewealthymusician.ca, a website with regular blogs dedicated to enhance the financial…

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Jane Smith

Jane Smith

Senior Financial Advisor

Halifax, Nova Scotia
Senior Financial Advisor

…of her adult life in Halifax. Her community interests are varied, but concentrated in the areas of women, education, investments, and community engagement. She has served on numerous boards, including YWCA (President) and Mount Saint Vincent University (Investment committee and Chair of Board) and is currently Chair of the Nova…

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Janine Purves

Janine Purves

Senior Financial Advisor B.A. Economics

Aurora, Ontario
CFP · CPCA · CCS
ONE LIFE Gala

…he Potholes” Janine Purves and Heather Keeling Markham Museum 9350 Highway 48, Markham The Business Women's Network of York Region hosted Janine Purves and Heather Keeling for a special interactive presentation on Women & Money. We had a good time presenting and networking with the attendees. Janine has many years of experience…

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LM

Leanne Meier

Financial Advisor

Calgary, Alberta
CFA
Financial Advisor

…traveling, hiking, and leading an active lifestyle. I understand the unique challenges and needs of women and enjoy helping them become more financially astute and gain more control over their financial independence. I am committed to providing my clients with peace of mind, knowing their financial affairs are taken care of so t…

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Marilyn Maxan

Marilyn Maxan

Senior Financial Advisor

Mississauga, Ontario
BBA · MBA · CFP®
Senior Financial Advisor

Marilyn is also an active and proud member of the Women Presidents’ Organization (WPO). This international non-profit advisory group, for female executives, is dedicated to business distinction, and to supporting advancement across all industries. There are currently more than 1,600 WPO members around the world, the majority of…

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Rui Fernandes

Rui Fernandes

Financial Planner

Toronto, Ontario
CFP · CH.F.C.
Common financial planning product definitions

…hly pensions to contributors in retirement, to disabled contributors and their children, and to the widows, widowers, and orphaned children of deceased contributors. Visit www.sdc.gc.ca/en/isp/cpp/cpptoc.shtml

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Tina Tehranchian

Tina Tehranchian

Senior Wealth Advisor Assante Capital Management Ltd.

Richmond Hill, Ontario
CFP® · CLU® · CH.F.C.® · CIM®
TINA TEHRANCHIAN HAS BEEN SELECTED AS ONE OF CANADA'S MOST POWERFUL WOMEN: TOP 100 WINNERS BY WOMEN'S EXECUTIVE NETWORK WITH AN INTACT PROFESSIONAL AWARD

…nced that Senior Wealth Advisor Tina Tehranchian has been selected as one of Canada’s Most Powerful Women: Top 100 winners by Women’s Executive Network with an Intact Professional Award. Ms. Tehranchian is the first Assante advisor to receive this prestigious award. “I am deeply honoured to be recognized by such a worthy organiz…

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Independent information directory. Topic pages organize stored public advisor evidence. They do not determine whether an advisor offers a service now, is suitable for a visitor, or should be selected. Verify current services, credentials, registration, fees and availability directly with the advisor.