Assante Financial Management Ltd. Escape to Eastern Ontario

Assante Financial Management Ltd.

Financial planner

★★★★★ (1 reviews)
About Assante Financial Management Ltd.

Assante Financial Management Ltd.

1479 John Counter Blvd #101, Kingston, ON K7M 7J3, Canada


About Us

Assante Financial Management Ltd. is a leading wealth management firm dedicated to helping individuals, families, and businesses achieve their financial goals. Located at 1479 John Counter Blvd #101 in Kingston, Ontario, our team of experienced financial advisors provides personalized solutions tailored to each client's unique needs. With a commitment to integrity, professionalism, and client-centric service, Assante has built a reputation as a trusted partner in financial planning and investment management across Canada.

Our Services

At Assante Financial Management Ltd., we offer a comprehensive range of services designed to secure and grow our clients' wealth. Our expertise includes:

  • Retirement Planning: Crafting strategies to ensure a comfortable and secure retirement.
  • Investment Management: Building diversified portfolios to maximize returns while managing risk.
  • Estate Planning: Helping clients preserve their legacy and protect their loved ones.
  • Tax Planning: Offering strategies to minimize tax liabilities and optimize financial efficiency.
  • Insurance Solutions: Providing tailored insurance products to safeguard against unforeseen events.

Our holistic approach ensures that all aspects of a client's financial life are considered, creating a cohesive and effective plan for the future.

Why Choose Assante?

Choosing Assante Financial Management Ltd. means partnering with a firm that prioritizes your financial well-being. Our advisors take the time to understand your goals, challenges, and aspirations, delivering customized advice that evolves with your needs. Backed by a national network of resources and expertise, our Kingston office combines local care with global insights. We are committed to transparency, ensuring that our clients are fully informed about their financial options and the strategies we employ on their behalf.

Contact Us

If you're ready to take control of your financial future, visit us at our Kingston location or reach out to schedule a consultation. Let Assante Financial Management Ltd. be your guide to financial success.

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The Towns, Villages and Hamlets of Eastern Ontario