• Assante Financial Mgmt. Ltd.

    Categories

    Professional, Scientific and Technical Services-Management, Scientific and Technical Consulting Services

    About Us

    As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

    Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.

    If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

    Services include:
    -Tax and estate planning
    -Retirement income planning
    -Business succession planning
    -Investment planning advice
    -Cash management
    -Charitable giving
    -Mortgage and debt management
    -Insurance planning

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