Our Branch

Our Assante Branch is one of the largest in Canada serving over 1500 families and taking care of over $900 million of client wealth. In addition to investment advice, within our branch we have advisory teams specializing on many financial planning issues that include family businesses, medical practices, and retirement.  Our branch is based on a cooperative philosophy with continuous information exchange and education for planners and staff.   We hold regular case study sessions and have a junior planner mentorship program in place.