Free Consultation Calls
When you need to count on expertise, we're here to help. Assante Financial Management Ltd. offers free consultation calls to clients in and around Ottawa. We'll also help you find other CFPs & R.F.P.s to interview for your long term match.
We Also Offer
Wide range, not taking new clients except byselect referrals.
Registered Financial Planner & CFP. Clients since 1974 all over Canada & some international. Busy with their expanding tax & RESP needs. New client...
We offer investment advice in Ottawa mainly mutual funds, NOT stocks, segregated investment insurance-supported choices, GICs, their tax effects e...