I'm considering changing my financial advisor: Meet our Advisors.

Financial advisors who are here to help.

Like many firms, our financial advisors offer a full range of financial planning services and solutions including, investments, tax planning, retirement planning, will & estate planning and insurance coverage. Their ability to combine and leverage all of the individual pieces into a Complete Wealth Management plan is what makes a difference to you. Our financial advisors work closely with investment management and wealth planning professionals to leave no stone unturned to create the best financial plan for you.

Focus on the areas you can control.

Without knowing what to look for you may be considering a ‘complimentary’ second opinion. We recommend you by-pass a second opinion, after all, it’s just a hindsight critique of past decisions and it injects emotion into something that shouldn’t be emotional.  Our Financial Advisors will give you an opinion, but our opinion will be focused on where you are today and where you want to be in the future.

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Meet our Advisors

Assante Capital Management Ltd. Halifax team

Assante Financial Management Ltd. Halifax team

Assante Capital Management Ltd. Toronto team

Gary Bliss Financial Group of Assante Capital Management Ltd. team

Assante Capital Management Ltd. Fredericton team

Assante Capital Management Ltd. Rothesay team

Assante Capital Management Ltd. Greenwood team

Assante Capital Management Ltd. Stellarton team

Meet the Assante Hydrostone support team

Financial advisor extras.

videos, case studies & more

A short overview on compensation structures for financial advisors.

Asset Allocation –a disciplined approach to investing your money keeps us on track and focused.

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