It’s our approach – we’re independent and don’t work for a bank or a brokerage house. We work for you, helping you identify and solve your most important financial issues.
It’s our specialized know-how – we have years of experience in helping individual clients achieve their most important life and financial goals.
With a strong collaborative culture, shared family ethos and a commitment to delivering an exceptional client experience, our collective offers the expertise and specialized skills to assist you in navigating the complex elements of wealth management at any stage of life.
Whether you’re seeking a financial plan, tax or business advice, a retirement strategy, or help with estate and legacy planning, our integrated approach delivers complete advice, financial confidence and ensures all your financial pieces are working together now and for generations to come.
We are with you through the ups and downs of life, and we work side by side with you to resolve any challenges you may face.
Our clients entrust us with their financial health and to help them reach their objectives. We take that responsibility very seriously and recognize that staying on top of our game means continual learning. All of our Assante advisors enthusiastically push themselves and each other to be better – personally and professionally. Taking courses, attending seminars and participating in conferences supports us in the pursuit of becoming better and we gain great satisfaction and enjoyment in that pursuit.
Our goal quite simply is to be the best that we can be and to drive our passion for making a difference in the lives of our clients and their families.
We encourage each other to reach and exceed our personal and professional goals. Giving unconditionally continues to cement our collective spirit and enriches our work environment.
We search for opportunities to serve our clients better. We listen carefully, asking relevant questions to get to the heart of a matter. In this way, we drive transformational change for our clients and their families.
Compassion fosters an atmosphere of caring and understanding. The more we connect compassionately, the more insightful and energized we feel and the better we are able to serve our clients.
Our values are the bedrock of our organization. They inspire us to stay strong and resilient. By investing in ourselves and each other and by our commitment to delivering an exceptional client experience, we take pride in knowing that our clients will be served for generations to come.
We are inspired to explore new ideas, technologies, and partnerships to meet the needs of our clients and our ever-changing industry.
Supporting each other’s worth and dignity is an essential part of building and maintaining our relationships. While challenging ourselves, we strive to understand the perspective of others and value their contributions.
We are committed to helping build and improve our neighbourhoods, to ensure the communities in which we live grow and prosper for the next generation. It is the essence of who we are, both as individuals and as a group. We have supported many projects including: