Assante Hydrostone

Description

For more than 20 years, I have been helping individuals and families achieve their financial and lifestyle goals. Working with a network of highly skilled professionals, I am dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance my clients’ lifestyle choices today and in the future. Building on a Bachelor of Arts and a Bachelor of Business Administration from the University of New Brunswick, I have continued my education each year through tax, investment, estate and insurance courses.

Founded in 1995, Assante Wealth Management is a leading provider of integrated wealth management solutions, designed to meet the needs and goals of individuals, families and businesses across Canada. Our advisors and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth planning resources available through our sister-companies CI Investments Inc. and United Financial, a division of CI Private Counsel LP.

B2B Trust, a subsidiary of Laurentian Bank, is a leading supplier of RRSP loans and offers clients a full range of RRSP loan products tailored to suit their needs.

To keep you apprised of your progress towards your financial goals, we offer a comprehensive reporting structure. For those individuals with trusts or corporations, we provide non-calendar year-end tax reporting.

Our advisors can help you make the right choices from our selection of carefully screened and approved industry-leading mutual funds. Our broad product shelf includes funds from all the major investment fund companies across the country, including exclusive access to the United Financial brand of solutions available through our sister company CI Investments Inc.

Fact sheet

Products & services

Similar companies nearby