Assante Wealth Management | Healthcare Professionals Financial Group

It is our goal to become your trusted advisor for your financial life and to provide you service, integrity, and results. By coordinating professional advice with regular updates and proactive planning, our team will implement a financial strategy that is designed specifically to suit your personal and business financial goals.

Working with an integrated financial planning team integrated financial planning team, we are passionate about providing creative and strategic financial planning solutions to healthcare professionals like you and your families.

“Management is doing things right; leadership is doing the right things.” — Peter F. Drucker

Who We Serve

What We Do

  • Discover Your Needs
  • Create a Written Comprehensive Financial Game Plan
  • Implement Your Financial Plan
  • Monitor Your Plan with Constant Updates

Do you have a Financial Game Plan?

  • You may have more than one savings account, chequing account, credit cards and multiple lenders
  • You likely have more than one service provider managing your financial life, such as an accountant for taxes, an insurance salesperson, and lawyers taking care of your wills
  • Your financial security depends on ensuring your current actions are working from the same playbook so that you will meet your future goals
  • Healthcare Professionals Financial Group of Assante Financial Management Ltd. will provide you with a complete picture of your current finances, build your Financial Game Plan and ensure you are working towards your goals.

Talk to us about:

  • Tax Planning
  • Corporate Structuring
  • Financial Planning
  • Debt Reduction
  • Business Planning
  • Mortgage Management
  • Retirement Planning
  • Education Planning
  • Investment Solutions
  • Estate Planning
  • Insurance Needs

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