Investment Planning Advice

Investment planning is a joint effort between you and your advisor.  We aim to make this process an enjoyable one.  You will see how easy it can be, and the benefits you will receive, along with the peace of mind are priceless!

With investing, it is discipline that pays the biggest dividends.  We will prepare a prudent investment strategy based on your objectives and risk tolerance.  Then we will implement it, consistently, carefully, with a broad range of best-in-class products and services.  Unlike the average investor, you will also have access to an exclusive suite of managed portfolios, customized to your specific liquidity needs, growth expectations and family situation.

Business Succession Planning

If you own a corporation that carries on an active business, you may be in a position at some point to consider the sale of your business.  We are here to assist you in your succession plan.  There are many options to choose from and your circumstances will determine what route is optimal for you.

Retirement Income Planning

We have access to many retirement income products. Based on your income goals, investment risk tolerances, and time horizons, we will tailor an income strategy for you.  This could include regular mutual funds, to guaranteed income for life, to annuities.  The options are almost endless.

We will meet with you to customize a plan and then visit it regularly to ensure that the plan is meeting your goals and objectives for a happy and secure retirement.

 Insurance products and services are provided through Assante Estate and Insurance Services Inc. A description of the key features of the applicable individual variable annuity contract is contained in the Information Folder. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value. Product features are subject to change.