Conseillers en placements near North Kawartha ON (149 Result(s))

Financial planning and managing

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.

My role as a Financial Advisor is to move you forward by helping you make informed financial decisions. I have been in practice since 2006 and over the years, my team has applied our considerable skills to integrate all the elements of wealth – investments, tax, retirement savings, estate and insurance – into a written financial plan for every client that makes sense and achieves results. Comprehensive Financial Planning Let’s start by assessing what is important to you today and then looking ahead to what your goals are into the future – retirement planning, education planning, insurance and estate protection. Building your portfolio My approach to wealth management relies on a number of factors. I use investor profiling tools to assess comfort and capacity for risk. One person may be very comfortable with the possibility that their investments may fluctuate up or down by 10%, while another may never want to see the value of their investments go down, ever.

Planning for your financial future should be a simple and straightforward task. Based in Haliburton, Assante Wealth Management will work with you to assess your unique financial situation and devise solutions that best suit your needs. Our services include tax-free saving account, investment and insurance solutions, cash management, mortgage referrals, discount brokerage, tax discounts and more. Visit our website to view informative resources, and call today to speak to one of our experienced financial advisers.