Our Retirement Readiness Assessment is designed to help you gain clarity on your financial future.
This complimentary process answers the three biggest questions retirees ask:
We believe in showing how we can help before you commit to anything. If you decide not to work with us, you’ll still walk away with valuable insights and a clearer plan.
Take the first step toward peace of mind in retirement. Contact us to schedule your Retirement Readiness Assessment today.
A 15-minute chat to see if we’re a good fit. If not, we’ll happily connect you with someone better suited to your needs.
We’ll discuss your goals, concerns, and financial situation. You’ll leave with a clear picture of what’s working, what’s not, and what can be improved.
Our team will review your finances to answer critical questions like:
We’ll meet again to share tailored recommendations. You’ll see how to secure your retirement, minimize risks, and make the most of your wealth.
We know big decisions shouldn’t be rushed. Feel free to review your personalized plan and consider if partnering with us feels like the right fit for your future.
Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
Contact Us
905-332-5503 jlumsden@assante.com
1100 Walkers Line
Suite 502
Burlington, Ontario
L7N 2G3
905-332-5503 jlumsden@assante.com
1100 Walkers Line
Suite 204
Burlington, Ontario
L7N 2G3