Our Services

A Complete Approach to Wealth Management

Through a personalized, comprehensive approach to wealth management, we provide expert services and solutions supported by the Assante network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants.

As your trusted advisor, we pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we evaluate your current financial situation to create a plan that encompasses your entire financial well-being, from investments and insurance, to tax and estate planning, to your personal and family wealth, to your business interests.

That is the Assante difference.

Schedule a Consultation

We will work with you to develop a personalized wealth management strategy to meet all your financial goals.

Investment Solutions

Find the perfect mix of investment products to build a portfolio that grows your wealth and minimizes risk.

Tax Planning & Preparation

Keep more of your money in your pocket with strategic tax management and tax preparation services.*

Insurance Advice

Strengthen and safeguard your family’s financial security with a personalized plan that minimizes risks.**

Education Planning

Prepare for your children’s future with an investment strategy that maximizes education savings.

Retirement Planning

Develop a retirement plan that capitalizes on the opportunities of today but adapts to meet your long-term goals.

Estate Planning

Leave your legacy and ensure a stress-free transition of your assets to the next generation or intended beneficiaries.

Philanthropy

Gift planning advice to help you reach your philanthropic goals, and ensure your wealth can leave a lasting impact.

Financial Planning for Businesses

Financial strategies, wealth plans, and succession planning to grow your business with confidence.

*Tax preparation services, including annual tax return preparation through TMFD Financial (formerly ITCC Tax & Accounting Inc.).

**Insurance products and services are provided through Steve Ferguson, an independent company unrelated to Assante Capital Management Ltd. (“ACM”), or through Assante Estate and Insurance Services Inc. Only those services offered through ACM are covered by the Canadian Investor Protection Fund.

Contact us today to discuss how we can help you achieve your financial goals

Call us at 905-277-7933 — Monday to Friday, 9am-5pm EST.

Schedule a Consultation at your convenience — meet virtually, or in-person.

Email us anytime
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