Our financial planning consultants at Assante Capital Management Ltd are here to help you make financially smart choices. Based in Cranbrook, we offer informed wealth planning assistance for private clients throughout the area. Our financial solutions include investment funds, segregated funds, stocks, bonds, flowthroughs and insurances. Let us help you find the best solution that will let you meet your financial management goals.
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
RBC Wealth Management has been helping clients build and preserve wealth for more than 100 years. We are one of the world’s top five largest wealth managers and a segment of Royal Bank of Canada (RBC), offering the discipline, strength and stability of Canada’s largest bank.
Our approach is to build a team around you from more than 2,000 accredited professionals, each specializing in disciplines like Investment Management, Wealth Planning, Trusts, Wills and Estates, Business Owner Planning and Credit and Insurance.
Guided by our values and our responsibility as stewards of our clients’ wealth, our advisors build trusted relationships with their clients that often last lifetimes.
Explore how you can get Canada's largest and most comprehensive wealth manager working for you, your family, and your business.