Doug Leard

Doug Leard

CFP, CPCA, CEA
Senior Wealth Advisor
Assante Financial Management Ltd.

Doug has been in this business since 1984, and those three decades have delivered some valuable insights into money and how it works in our lives. For one thing, wealth creates complexity and can be emotionally challenging. For that reason, clients are best served with an integrated and comprehensive wealth planning approach.

He sees his role as helping to prepare his clients for critical transitions, and to guide them through these challenging times. He has discovered that there is no “one size fits all” approach to wealth management, as every client is unique.

His integrated wealth management approach includes risk management, investment strategy, tax planning and estate planning.