SUPPORTING YOUR BUSINESS

At Assante, we provide everything you need to advise your clients in the way you prefer. In fact, we have made it our mission to provide the best technology, tools, services, products and team in the industry to help support you in delivering the valuable advice and exceptional experience each of your clients deserve.

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I used to be reluctant to discuss wealth planning with my clients because I didn't think I had the time to handle complex situations. Today, I am fully prepared. Now I have the time, the confidence and the resources backing me to connect with clients and assist them with a full range of their needs. I am supported by an accountant, lawyer and other Wealth Planning Group professionals and they provide me with their expertise on how to tackle often complicated financial and estate planning issues.

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Nicolas Yvon

Financial Planner in St-Hyacinthe, Quebec, joined Assante in 2009

We are a full service wealth management firm

INVESTMENT DEALER ADVISORS

Assante offers everything you need to provide comprehensive wealth management services to your clients:

  • Access a broad range of alternative and traditional strategies in ETFs, mutual funds, private pools, separately managed accounts, funds of funds, and more.
  • Build and manage portfolios on a discretionary basis using our state-of-the-art, institutional-quality platform.
  • Leverage our technology, support and services to provide comprehensive wealth planning from financial plans and retirement to charitable giving, legacy planning and beyond.

 

MUTUAL FUND DEALER ADVISORS

Assante offers the products and support you need to help your clients achieve their goals.

  • Access a broad range of alternative and traditional mutual fund strategies.
  • Leverage our technology, support and services to provide comprehensive wealth planning from financial plans and retirement to charitable giving, legacy planning, and beyond.

 

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We provide the support advisors need to grow

Let us help you be well supported

 

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