Kelly Pather

Kelly Pather

CFP, CEA, CPCA
Financial Planner
Assante Financial Management Ltd.

I use a comprehensive holistic approach, developing an overall view of your family’s financial picture that encompasses your values, future milestones, and goals. We then use that overview to craft a personalized plan specifically tailored to your unique objectives . Once you have set your goals and have your “financial roadmap” in place, I then check in with you regularly to help you keep your plans on track.

My particular specialty is in the area of retirement security, whether you are planning to retire in the next few years or have already made that transition. My role is to give you a well-crafted plan that provides you with peace of mind, and our whole team is committed to helping you meet your objectives.

During my twenty-plus years in the industry, I have successfully guided my clients through some of the most challenging financial markets in decades, and supported them through crucial life events. My clients benefit from my high standard of care and expertise, proactive planning style, and detailed management.