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Orillia Office

LISA FERRY
FINANCIAL ADVISOR
Assante Capital Management Ltd.
T: 705-327-1965
F: 705-327-1935
lferry@assante.com
66 Coldwater St.
Orillia ON L3V 1W5

IAN JENNER
SENIOR FINANCIAL PLANNING ADVISOR
Assante Capital Management Ltd.
T: 705-327-1965
F: 705-327-1935
ijenner@assante.com
66 Coldwater St.
Orillia ON L3V 1W5

JAMIE GEISLER CFP, BA Econ.
SENIOR FINANCIAL ADVISOR
Assante Capital Management Ltd.
T: 705-327-1965
F: 705-327-1935
jgeisler@assante.com
66 Coldwater St.
Orillia ON L3V 1W5

SUSAN McCAUGHEY
ADMINISTRATIVE ASSOCIATE
T: 705-327-1965
F: 705-327-1935
smccaughey@assante.com
66 Coldwater St.
Orillia ON L3V 1W5

AMANDA SENIOR
ADMINISTRATIVE ASSISTANT
T: 705-327-1965
F: 705-327-1935
asenior@assante.com
66 Coldwater St.
Orillia ON L3V 1W5

Assante Capital Management Ltd.

66 Coldwater St., Orillia ON L3V 1W5

T. 705-327-1965

Spire Advisors - Assante Capital Management Ltd.

535 Main Street,

Powassan, ON, P0H 1Z0,

Canada

705-724-2400 jgeisler@assante.com

Hours

MISSISSAUGA

905-272-2750

HUNTSVILLE

705-789-0113

ORILLIA

NORTH BAY

PARRY SOUND

POWASSAN

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The day may come when your parents find it more difficult to take care of their financial matters. Your help can make a difference, whether it’s in the form of your time, advice or financial assistance.

Not a

In order to retire, you need to ensure that your money will "outlive" you – because once you enter retirement, you don't want to outlive (run out of) your money.
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Studies show that the average age of retirement is 62, with the averag

Assante was a pioneer and continues to be a leader in looking up, and looking forward, to deliver complete wealth management solutions.

We believe our clients are best served by a comprehensive approach to planning that incorporates all aspects of t

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