Our Office History

We were founded in 1992 and in 2000 integrated with Assante Capital Management Ltd.  Our goal has always been to meet the needs of our clients in order to assist clients to find ways to increase their net worth and help the client accomplish all of his/her financial objectives.

Assante Wealth Management

Founded in 1995, Assante Wealth Management is a leading provider of integrated wealth management solutions, designed to meet the needs and goals of individuals, families and businesses across Canada.

Our advisors and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth planning group housed at our sister-company, United Financial Corporation. We are a principal distributor of United Financial's customized, cutting-edge solutions.

Be well-advised is our promise to you.