AT ASSANTE
ALL SUCCESS IS PERSONAL
Advisors play a crucial role in keeping you focused on reaching your goals with confidence. With 26 years of experience and access to professional resources such as analysts and lawyers, our advisors are prepared to make informed financial decisions about your complete wealth management from retirement to estate planning.
We work closely with clients to ensure long-term wealth goals are defined, and a strategy is put in place to reasonably achieve them.
Building Lasting Relationships Through Exceptional Service
What We Do Best,
What We Do Different
Goal Orientated Financial Planning
Philanthropic services
Extensive array of private wealth services
Legacy Planning
Trusted partner
Institutional investment experience
Strategic and Tactical Investment
Fiduciary Registered Advisor
Get to know us
Much like your physician, our group is here to take care of you. We learn about your present so we can help you optimize your future.
See what we do
The strategies we provide for your wealth and life are intended to alleviate the burden that comes from this complex industry.
Hear our philosophy
Our philosophy is built around three key investment decisions that help us drive your portfolio in a direction that suits your wealth management needs.
What our clients have to say
We wanted you know how pleased we are with the growth of our Private Client Account and to let you know how grateful we are for you and your team. If you weren’t available we could always rely on either one of them to help us out. It is always a pleasure to work with all of you and because of you and your team we can enjoy entering this new stage of full retirement.
The Assante Prince George office is the perfect example of people who are not just in the investment business, but in the financial advisory business and that encompasses your whole financial life; what your priorities are, and what your realities are, and how you can balance those, and potentially achieve far more than you thought you might be able to.
Need Help?
You are unique. Your financial plan should be, too. Discover our approach to smart money management and reaching your uniqute goals. Tell us about your aspirations and your goals, allow us to work together, developing a personalized plan to reach them.
Contact us
