Cash & Credit Management Solutions

Strategy, discipline and long-range planning are all well and good, but you can’t put life on hold. What about the here and now?  Your integrated wealth management plan needs to be flexible enough to accommodate the opportunities that present themselves today.  By considering your cash and credit needs along with all the other components of your financial affairs, your Assante advisor ensures that you and your family enjoy quality of life today while also working toward your financial goals for the future.

RRSP & Investment Loans

We offer RRSP and Investment loans for our clients at competitive rates.  Please contact us for more details.

Mortgage & Debt Management

Did you know we have access to mortgage and loans?  We have relationships with Manulife Bank and National Bank that will provide you with in-home service at competitive rates without the hard selling pressures of traditional banks.  

Talk to us today about how we can help reduce the amount of interest you will pay over the life of your mortgage.

Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only.  If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. A homeowner who withdraws equity from their home to purchase securities should fully understand this risk.