The accumulation of wealth is the result of hard work, discipline and astute management. Its growth, preservation and protection deserve equal attention. We are dedicated to helping our clients achieve their financial goals and experience peace of mind. We do this through comprehensive financial planning and integrated wealth management.

Our mission is to simplify and enhance the lives of our clients by providing integrated financial and life management services tailored to each client's unique objectives.

Before you make a decision to deal with an advisory firm, you need to know who we are and understand our investment and wealth management philosophy. As advisors we are members of Advocis (formerly the Canadian Association of Financial Planners and the Canadian Association of Insurance and Financial Advisors). As Certified Financial Planners (CFP) we take the lead role in coordinating the wealth management needs of our clients. Supporting our efforts is a strong team made up of third party portfolio managers, legal staff and tax professionals. As well, we are assisted by a dedicated service team.

Our practice is ready to assist you in setting your course to financial success. Our team of accredited professionals works with you to design and build a customized plan for your lifestyle. Whether you need basic financial advice or sophisticated strategies, we help you get financially organized. Not only that, but we will monitor any changes that affect your plans. All of this adds up to your peace of mind.

News & Events

A couple of months back we started posting our practical checklist for Successfully Transitioning into Retirement.   As you get closer to retirement, it becomes even more crucial to ensure your retirement plan is up to date, and you are meeting regularly with your advisor.

Part 3 : 2-3 years until you retire

Do you have a detailed financial plan to help you achieve your goals?

Have you determined how much CPP and OAS you will be eligible for?

Do you have a good estimate of what you should expect from your employer’s pension plan?

Will your overall debt be approaching zero at retirement?

Have you now set the actual date you will retire?

Have you consolidated your investment accounts?

Winning Strategies.. Time to get your financial affairs organized, tax-advantaged income, inflation protection etc.

 

Call or email our office to book your next meeting with David Bardal, we can set up a plan to help you meet your retirement goals!

 

(204)977-8068 or email jbaldwin@assante.com or dbardal@assante.com