FINANCIAL ADVISOR & FINANCIAL PLANNER - ASSANTE FINANCIAL MANAGEMENT LTD. BURLINGTON, ON
Assante Financial Management Ltd. Burlington, ON.
REDUCE TAXES - MAXIMIZE INCOME - INVEST SMARTER - PRESERVE WEALTH
I may or may not be the right financial advisor for you, but I would love to find out. This page will give you an overview of the work we do with clients and the impact we have had on their lives. I have also included some resources on some of the most common challenges my clients are facing.
I would love the opportunity to connect and talk further if and how we can help you achieve your goals.
My new financial planning book has just been released, “Preserving Wealth; The Next Generation” This narrative has some great information that I think you would enjoy. You can download a free version HERE or contact us and we can send you a copy as a gift.
To connect and for a discussion, please call us at 905.332.5503, or email [email protected]
The definitive guide to protecting, investing, and transferring wealth.
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.