Irma Mattes

Irma Mattes

CFP, FMA, EPC, RRC
Financial Planner
Assante Financial Management Ltd.

Irma gets tremendous satisfaction from the human aspects of financial planning. She takes the time to get to know her clients very well and to understand their dreams for their lives. Working with them over the long-term, she celebrates each new milestone with them: new jobs, homes, kids, grand-kids, etc. In the course of the 20 years she has worked in financial services, she has learned to look for customized, simple solutions that will benefit clients without complicating their lives. She is convinced these straightforward approaches will work over the long term, getting her clients to where they want to be. In addition to her Certified Financial Planner Designation, (CFP, 2000), she also completed an Elder Planning Counsellor designation (EPC, 2010), providing her with the tools to educate clients about issues facing our aging population and how to plan for them.