Assante Capital Management
911 Golf Links Road, Ancaster, Ontario
(2)
911 Golf Links Road, Ancaster, Ontario
(2)
My team works with clients to nurture a balanced approach to life & wealth, encompassing multiple priorities: family, health, career and philanthropy. We believe strongly that 'success' has many definitions and we strive to be a critical resource for families as they pursue engaged and fulfilled lives.
2 customer reviews
Michel Gauthier
Financial Advisors
Very personable and informative
Reply from Assante Capital Management
Thanks Michel!
Brian King
Financial Advisors
Kyle is very knowledgeable, professional and helpful.
Reply from Assante Capital Management
Brian, thank you very much for meeting and the wonderful comments.
What do you love most about your job?
My goal is to work with people, not accounts. I consider myself the personal CFO, partnering with families to maintain and grow their lifestyles through varied environments. I find great gratification in my work, being a integral part in the growth of a family or business.
What inspired you to start your own business?
A passion for understanding and helping individuals & families achieve their financial aspirations, while doing so with the most efficient tools and strategies available. Banks, along with many advisors, are not fully licensed to provide the best performing approach to exceed and service your financial goals and objectives.
Why should our clients choose you?
Ultimately, choose me because I have the track record & experience to help you achieve your financial goals. My service and ability to understand what you need and follow through will allow you to trust my guidance, and feel confident that I have your best interests at heart. I'm a Chartered Investment Manager (CIM), insurance advisor and financial planner with a wonderful network of other professionals to help service whatever life throws at you.
Can you provide your services online or remotely? If so, please add details.
Yes, via Zoom and DocuSign. Upon a phone call, I can further discuss in detail how we support and protect your privacy.
What changes have you made to keep your customers safe from Covid-19?
We are able to work remotely whether its because you're ill, have a busy schedule or prefer to not meet face to face, at any given time.
Insurance
Life
Disability
Critical Illness
Health Benefits
Investment
Stocks
Mutual Funds
Exchange Traded Funds
GICs
Bonds
Segregated Funds
Annuities
Financial Planning
Tax Planning
Estate Planning
Debt & Cash Flow Planning
Business Planning
Mortgage & Bank Account
Network either in-house or External partners to help service.
