To work with our clients to help them make smart decisions with their money. Founded in 1995, Assante Wealth Management is a leading provider of integrated wealth management solutions. We were designed to meet the needs and goals of individuals, families and businesses across Canada.
Our team and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth-planning group housed at our sister-company, United Financial Corporation.We are a principal distributor of United Financial's customized, cutting-edge, solutions.
Our team and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth-planning group housed at our sister-company, United Financial Corporation.We are a principal distributor of United Financial's customized, cutting-edge, solutions.
Services
Most Canadians have a chequing account that provides security and easy access to their cash. However, in exchange for security and access, most of us have given up the potential for growth by accepting a very low rate of interest. With Manulife Bank's Advantage Account, you no longer need to make this compromise.
Recently we held our first Client Audit Survey, conducted by Advisor Impact, an independent consultant in our industry, and received over 100 responses. The goal of the survey was to gain a better understanding of your needs and interests and to ensure that the service that we provide meets or exceeds our client's expectations.
Obtain information about your financial resources and obligations through interviews or questionnaires. Investigate your values, preferences, financial outlook and desired results as they pertain to your financial goals, needs and priorities. Analyze your information to assess your current situation cash flow, net worth, tax projections, etc.
A good portion of the public does not have a written financial plan that they follow. Investing must be like a business. You need to make sure your assets are managed in a systematic manner. To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight, or inside information.
One of the common misconceptions about estate planning is that it can only be done when an individual has amassed significant assets. One of the best things you can do for your family and loved ones is to plan for their financial security upon your death, especially an untimely and unexpected death.
