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Our Services

  • Retirement Planning

  • Estate Planning

  • Education Planning

  • Tax Reduction Strategies

  • Major Purchase Planning

  • Continuing Income Planning and Risk Sharing

Our Products

As one of Canada’s wealth management

firms, we can build your portfolio from the leading:

  • Mutual Funds  

  • Life Insurance 

  • Disability Insurance

  • Critical Illness Insurance

  • Education Savings Plans (RESPs)   

  • Registered Retirement Savings Plans (RRSPs)  

  • Registered Retirement Income Plans (RRIFs) 

  • Group Savings Plans

  • Stocks

  • Bonds

  • GICs

  • Segregated Funds*

  • Annuities

  • Tax Free Savings Plans (TFSAs)

 

* A description of the key features of the applicable individual variable annuity contract is contained in the Information Folder. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value. Product features are subject to change.

Disclaimer

© 2017 Assante Wealth Management

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and is registered with the Investment Industry Regulatory Organization of Canada.  Insurance products and services are provided through Assante Estate and Insurance Services Inc. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante Advisor or through affiliated or non-affiliated third parties. Services may change without notice.

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