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We care about our clients and always put their needs first. In a world that is increasingly focused on short term gain and quick answers we are focused on developing longstanding relationships with our clients. We want to build a long-term working relationship built on trust that will last 20+ years. We are always striving to do better for our clients and looking for the solutions that will meet your needs. 

We are on the younger side of advisory teams with the top industry credentials. We have career longevity that will likely outlast your retirement.

We are a third-generation family business, so we truly understand the legacy of caring for people and how much of a privilege it is. We understand the responsibility and commitment it takes to look after individuals and families through all of life’s stages. 

We are a fee-based practice, meaning each client is on a transparent fee-based agreement that is a pre-determined percentage of their assets under management. We strive to keep our fees low and competitive, and your fees go down as your money grows. Fees are collected monthly from your portfolio, and we get paid monthly. 

Assante uses CI Investment Services Inc. as its custodian, meaning they are the institution that holds our client's assets. 

A custodian is a separate financial institution responsible for holding and safeguarding a mutual fund's assets, such as stocks and bonds, ensuring these are kept separate from the dealer’s own activities and protected from the fund manager's insolvency.

As a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF) you are provided protection for your accounts in case of the custodians’ insolvency for up to $1 million per account type.

The account and assets within it will always be owned by you and can only be transferred to and from your own bank account. 

We want to work with people who are responsive and who want our help and guidance. The relationship works best if you are coachable and can take direction. We expect to be a part of your major financial decisions and to be a trusted advisor. We want open and honest communication and to see your lovely face in person (or by video) at least once a year. 

Yes–we can advise clients in any province and have a full suite of technology to support video meetings so we can still see each other ‘face to face'.