Serving Burlington, Oakville & Surrounding Areas
REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH
The primary focus of our business is helping those who are or will be making the transition from their working years to retirement or work-optional years, with the need to develop a lifelong income and cash-flow strategy from the financial assets they have accumulated.
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Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy.