No matter your situation, we’re here to help.
Our Services
There is not a one size fits all approach to wealth management. We’re here to create a dynamic and efficient portfolio to achieve your goals, and will continue managing it to maximize the power of your money. Through all the ups and downs of life we’re in your corner, every step of the way.
What We Do
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Investment Planning
Investing can be an overwhelming and confusing experience. We’re here to cut the complication and streamline your investment planning from the start. We take care to explain every step of the process so you understand what you’re investing in and why. Every question you have is valid and we’re here to answer them.
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Integrated Tax Planning
Proactive tax planning is a year-round endeavour and a key part of your coordinated wealth management strategy. We create tax efficient strategies for your situation and combine them with your overall wealth plan. We plan ahead by structuring your affairs to minimize the amount of taxes you pay to preserve your wealth for today, tomorrow and generations to come.
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Retirement Planning
We want you to live for today, but plan for tomorrow. We ask the necessary questions to help you define your ideal retirement, then create a plan that takes into account all the rest, such as future expenses, inflation, projected wealth, risks, taxes, and more. We integrate this retirement plan into your overall wealth plan.
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Risk Management
Understanding threats to your financial security is a critical part of achieving financial goals. We identify and quantify those risks while determining ways to minimize any financial loss. Unexpected situations can’t be avoided, but we can minimize the effects felt by such circumstances. Our goal is to protect you from all the “what ifs” life throws your way.
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Estate Planning
Having an estate plan is the best way to protect your legacy and provide you and your family with peace of mind. We consider all of your assests and liabilities, to assist in creating a tax efficient estate plan. We work collaboratively with your other advisors to ensure your wishes are carried out accordingly.
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Charitable Giving
When you think about leaving a legacy, does it include supporting a specific cause, organization, or communities close to your heart? Canada’s tax system provides incentives for your charitable donations. We use our expertise to create a smart charitable giving strategy that considers available tax benefits. There are various ways to give and various ways to maximize your impact. Let’s find what’s best for you.
Why work with an advisor?
Households with an advisor for 15 years or more accumulated 290% more assets — almost three times as much — than equivalent non-advised households.
Clients who dropped their advisors between 2010 and 2014 lost a significant percentage of their asset values (34.2%), while clients who kept their advisors saw asset values grow (by 26%).
See Assante Wealth Management for more stats regarding the advisor advantage.
