Assante Wealth Management
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Certifications CFP, RFP, CIM. 33 years in business. A service based on financial planning practice for the development of a plan based on client's goals, implementation and monitoring of the plan through quarterly reviews and updates.

Products and Services

  • Development Of Financial Plan To Achieve Goals,
  • Education,
  • Discussion & Evaluation Of Financial Goals,
  • Quarterly Mettings To Review & Update Plan,
  • Estate Planning,
  • Development And Investment Portfolio And Savings,
    • Debt Management,
  • more...
  • less...

Brands Carried

  • Open Investment Accounts,
  • ETFs,
  • RRIFs,
  • Mutual Funds,
  • LIFs,
  • TFSA,
    • Individual Stocks,
    • GICs,
    • Individual Bonds,
    • RRSPs,
    • LIRAs,
  • more...
  • less...

Specialties

  • Investment Planning & Management,
  • Estate Planning,
  • Retirement Planning,
  • Financial Planning,

Languages Spoken

  • English,
Location
1110-25 Main St W, Hamilton, ON L8P 1H1
Useful Information

Opening Hours *Holiday hours

Monday
Tuesday
Wednesday
Thursday
Friday
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Methods of Payment:

  • Fee For Service

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