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Assante Advantage

I am excited to be a part of Assante Wealth Management.  The financial services industry continues to go through a process of consolidation. The costs associated with product and service innovations, technology and compliance requirements are forcing this industry wide consolidation. Firms with scale will survive the changing financial services landscape and will be able to provide clients with unique wealth planning solutions. The Assante Advantage is tied to the fact that we can take advantage of the size and scale offered by Assante while at the same time being able to customize our planning practices to the unique needs of our  clients. As well, the Assante Advantage creates a culture of professional learning and cooperation with over 800 advisors and 300 branches across the country.  I appreciate the full suite of investment, insurance and lending solutions available to me as I craft financial solutions for my clients. The Assante Advantage allows me to tap into the expertise of the Wealth Planning Group, United Financial, a division of CI private Counsel LP.  This group is comprised of accountants, lawyers who have specialized knowledge and extensive experience in tax, estate, succession planning for individuals, families and corporations in Canada.   This along with my Game Plan process enable me to deliver cutting edge advice to my clients.

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