Our Company

The establishment of our practice was driven by a desire to offer comprehensive advice that was planning driven and to provide long term continuity in advisory relationships as clients navigated through major financial decisions over their lifetime. We knew that people were tired with the revolving door of changing advisors.

Our practice offers a broad range of services. The most important of which is the “Wealth Coach Program”. This comprehensive planning and financial coaching process assists our clients to develop a comprehensive “master plan”. This “master plan” allows them to make effective use of strategies and financial product options for the accomplishment of their goals.  As well, our practice offers a broad selection of investment opportunities, private money management, retirement planning strategies, insurance protection and estate planning strategies, including trusts.

We provide objective advice and personalized attention you would expect from a boutique practice. However, our clients also receive the benefits of our association with a team of experts at United Financial, a division of CI Private Counsel LP.   Assante’s size allows it to create customized solutions for clients and advisors associated with the firm.