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  • HOME
  • About
    • Our Team
    • About Assante-Jack Lumsden, CFP®
    • Client Interviews
  • Financial Services
    • Retirement Income Planning
    • Financial Planning
    • Tax Planning
    • Insurance & Risk Management
    • Investment Planning
    • Estate Planning
  • Resources
    • Our Book – Preserving Wealth
    • Estate Planning Resources
    • Retirement Planning Resources
    • Investment Planning Resources
  • Blog
  • Podcasts
    • Contact
Menu
  • HOME
  • About
    • Our Team
    • About Assante-Jack Lumsden, CFP®
    • Client Interviews
  • Financial Services
    • Retirement Income Planning
    • Financial Planning
    • Tax Planning
    • Insurance & Risk Management
    • Investment Planning
    • Estate Planning
  • Resources
    • Our Book – Preserving Wealth
    • Estate Planning Resources
    • Retirement Planning Resources
    • Investment Planning Resources
  • Blog
  • Podcasts
    • Contact

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Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.

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905-332-5503                [email protected]
1100 Walkers Line  
Suite 204 
Burlington, Ontario 
L7N 2G3

Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.

ASSANTE FINANCIAL MANAGEMENT LTD.

Insurance products and services are provided through Assante Estate and Insurance Services. Inc.

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