• Assante Financial Mgmt. Ltd.

    • Financial Services
    • Insurance Services/Brokers
    #220, 5906 - 50 Street
    Leduc, AB T9E 0R6
    (780) 980-3778
    (780) 980-0220 (fax)

    About Us

    As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong read more
    • About

      As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

      Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.

      If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

      Services include:
      -Tax and estate planning
      -Retirement income planning
      -Business succession planning
      -Investment planning advice
      -Cash management
      -Charitable giving
      -Mortgage and debt management
      -Insurance planning

    • Media

    • Upcoming Events

       

       

    • New Members