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Assante Financial Management Ltd.

Helping You Achieve Your Goals and Dreams

Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most. We believe that there are three keys to our job that help us work closely with you to develop a long-term, diversified strategy.

First, we must be direct. We work to be knowledgeable about you and your family situation. We work to understand what you want your money to do for you.

Second, we are your guide when you need us. We will help you navigate the many choices you have with your money and show you how to diversify your portfolio to maximize gains while minimizing losses.

Third, it's all about you. We want to work with you to build a personalized, long-term strategy that we follow and monitor closely, so that you can maintain your lifestyle and enjoy a comfortable retirement. 

We will help you navigate

the many choices you have with your money.

Meet Your Advisors

Maintain your lifestyle

and enjoy a comfortable retirement.

Our Services

We work to be knowledgeable

about you and your family situation.

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Do you and your spouse see investing the same way?
Do you and your spouse see investing the same way?

Interestingly, spouses with very different—even opposite—investment personalities may quite easily develop an investment program that’s just right for the couple. Yet, in some cases, partners who view investing the same way may need to proceed with caution.

How to avoid or minimize the OAS clawback
How to avoid or minimize the OAS clawback

Whether the amount is small or large, whether it applies to a couple of years or many, Canadians don’t like their Old Age Security (OAS) pension clawed back.

The clawback is officially known as the OAS pension recovery tax. A taxpayer repays 15% of the amount by which their taxable income exceeds the threshold amount, which is $90,997 for 2024. Here are some common ways to manage the clawback.

Profit by overcoming investment biases
Profit by overcoming investment biases

Financial behaviourists have identified well over 20 investment biases that can tempt or lead individuals to invest in a particular way. Generally speaking, none of the biases is good news for investors.

Fortunately, investors who have an advisor aren’t vulnerable to making poor decisions out of fear, hope or any number of irrational reasons. However, understanding investment biases is still valuable.

Determining which donation method suits you best
Determining which donation method suits you best

When choosing how to make a large charitable gift, the number of available options can seem overwhelming—especially when each brings its own financial benefits.

To simplify matters, here are personal situations you may relate to, along with donation methods for each.