About Teams Services Events Community Contact A Relationship to Value Get To Know Us Meet Assante Abbotsford Thriving Through Business Succession Identifying the Risks within a Financial Plan The Business Owners' Three-Legged Stool Will We Have Enough? The Secret Sauce of In-Kind Donations What's the Best Type of Investment? Sudden Wealth: You Typically Get Once Chance How to keep the Love in Family Business When Life Insurance is like Winning the Lottery How to Win in Bad Markets The Greatest Aspect of Fin
We advise on all aspects of your financial life, incorporating both personal and business. We’ll provide an integrated wealth management strategy that balances personal insurance with business protection and real estate. Our teams will also help you stabilize other assets with business investments, and estate planning with succession planning. We make sure it all works together to protect and increase your wealth.
During the process, your Assante advisor will get to know you on a deep personal level. Together, we’ll build a strategy that meets your goals, simplifies your life and enhances your financial well-being. Truly, a relationship to value.