Wealth Management
After gaining a thorough understanding of your goals and evaluating your current allocation within the framework of the present capital market environment, we create a tailored asset allocation plan that aligns with all your investments and overall objectives.
We then distribute parts of the asset allocation among the various accounts you own, taking into account tax status, specific account goals, asset personal strategies, and other key factors.
With this comprehensive analysis, we can recommend suitable investments from the thousands available to us, designed to best meet your objectives and risk tolerance.
Assante Prince George offers various forms of Wealth Management and Investment Services. You are unique. Your financial plan should be, too. Discover our approach to smart money management and reaching your unique goals. Tell us about your aspirations and future needs, allow us to work together, devloping a personalized plan to reach them. Our team will provide you with expert advice , products and solutions based on your specific needs and risk tolerance.
At Assante we adhere to a disciplined process when leveraging our resources to design and monitor portfolios tailored to your needs.
Investment solution products
- ZPortfolio options and diversification
- ZLocked-in retirement accounts (LIRA)
- ZRedgistered Educaction Savings Plan (RESP)
- ZTax-Free Savings account (TFSA)
- ZPrivate Client Experience