Assante Wealth Management

Name: Assante Wealth Management
Address: 1110-25 Main St W, Hamilton, ON, L8P 1H1
Telephone: 905-526-8664

1110-25 Main St W, Hamilton, ON L8P 1H1

905-526-8664

Certifications CFP, RFP, CIM. 33 years in business. A service based on financial planning practice for the development of a plan based on client's goals, implementation and monitoring of the plan through quarterly reviews and updates.

Assante Wealth Management - 1110-25 Main St W, Hamilton, ON

Located at 1110-25 Main St W in Hamilton, Assante Wealth Management is a local business in the investments category of Canpages website.

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Opening Hours

Monday 8:30 am - 4:30 pm

Tuesday 8:30 am - 4:30 pm

Wednesday 8:30 am - 4:30 pm

Thursday 8:30 am - 4:30 pm

Friday 8:30 am - 4:30 pm

Specialities

Investment Planning & Management
Estate Planning
Retirement Planning
Financial Planning

Products and Services

Development Of Financial Plan To Achieve Goals
Education
Discussion & Evaluation Of Financial Goals
Quarterly Mettings To Review & Update Plan
Estate Planning
Development And Investment Portfolio And Savings
Debt Management

Methods of Payment

Fee For Service

Languages Spoken

English

Brands Carried

Open Investment Accounts
ETFs
RRIFs
Mutual Funds
LIFs
TFSA
Individual Stocks
GICs
Individual Bonds
RRSPs
LIRAs