Investment
The Assante advantage
August 2021
–
Exceeding expectations
is the strength of our team
The firm
Founded over 20 years ago, our firm and its advisors have established a solid reputation of offering an exceptional client experience to our ever-growing clientele. It brings together around ten specialists in the financial field.
Our services
All the necessary skills to offer you the best solution.
Entrepreneur
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Entrepreneur
- Company buyout and transfer
- Business Partnership Insurance
- Key Person Insurance
- Tailored investments
- Financial Planning
- Estate Planning
- Tax Optimization
- Group Retirement Plan
- Group Insurance
- Commercial Mortgage**
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Medical Workers
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Medical Workers
- Turnkey service
- Taxes*
- Tailored investments
- Financial Planning
- Individual Insurance
- Estate Planning
- Tax Optimization
- Charitable Giving
- Mortgage**
- Income Protection
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Wealth Planning
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Wealth Planning
- Tailored investments
- Financial Planning
- Insurance
- Estate Planning
- Education Savings Plan
- Mortgage**
- Charitable Giving
- Individual Insurance
- Tax Optimization
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Insurance & Annuity Plans
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Insurance & Annuity Plans
- Group Insurance
- Group Annuity Plans
- Institutional Investments
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Young Professional
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Young Professional
- Financial Education
- Support For Home Ownership:
- Mortgage**
- Individual Insurance
- Home Buyer’s Plan
- Income Protection
- Savings Maximisation:
- TFSA
- RRSP
- Non-Registered Account
- Financial Planning
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All the necessary skills to present you the best solutions.
Investment products are offered through Assante Financial Management Ltd. Insurance products and services are provided through different providers. Assante Financial Management Ltd. and/or its affiliated entities are not responsible for any non-securities related activities. Please contact our office for clarification.
Financial Planning: Mutual fund products are offered through Assante Financial Management Ltd. (“AFM”) which is a member of the Mutual Fund Dealers Association of Canada. Financial planning services may be provided by a licensed advisor of AFM or through various providers that are independent of AFM and for which AFM and/or its affiliates are not responsible for the services or products provided by these companies.
*G.C.G. Investments Inc. is an outside business activity solely responsible for tax preparation services. Specific investment recommendations should be made through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Although Assante is not responsible for the services or products supplied through G.C.G. Investments Inc., Assante will monitor for conflicts of interest and investigate any client complaints related to the services offered by G.C.G. Investments Inc.
**Mortgage products and services are provided by Assante Financial Management Ltd. through its strategic partnerships with Invis/Manulife Bank/Bank of Montreal/NBCN Inc./B2B Bank.
Our advisors
Passion, competence
and rigor.
These values are added to the many years of experience making a perfect marriage to offer you the best advice and the best service.
Our method
Our values
Professionalism, fairness and honesty.
Our Process
Latest news
Stay tuned for the latest news in the world of finance, investments and the assante product line as you plan for your future.