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

“Bond Funds are taking in vast amounts of money and equity funds seem almost to be a dying category.  This imbalance will not end well.” Bob Carrick, Globe & Mail 4/24/2012

It is very important that investment decisions are driven by logic and not emotion.

Please call our office to schedule an investment review meeting.

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