Financial consultant
Assante Financial Management Ltd. is a trusted financial advisory firm located at 231 Queen St, Kingston, ON K7K 1B4, Canada. With a commitment to providing personalized wealth management and financial planning services, Assante has established itself as a leader in helping individuals, families, and businesses achieve their financial goals. The firm operates as part of the broader Assante Wealth Management network, which is one of Canada’s largest independently owned wealth management firms.
At Assante Financial Management Ltd., the focus is on building long-term relationships with clients by offering tailored solutions that address their unique needs. Their team of experienced financial advisors provides expertise in a wide range of areas, including investment management, retirement planning, estate planning, tax strategies, and insurance solutions. By taking a holistic approach to financial planning, Assante ensures that every aspect of a client’s financial life is considered and optimized for success.
Located in the heart of Kingston, Ontario, the firm is deeply rooted in the local community while benefiting from the extensive resources and support of the national Assante Wealth Management network. This allows them to combine personalized, local service with the sophisticated tools and insights of a larger organization. Whether clients are planning for retirement, managing investments, or navigating complex financial decisions, Assante’s advisors are dedicated to guiding them with integrity, transparency, and professionalism.
Assante Financial Management Ltd. prides itself on staying ahead of industry trends and continuously educating its team to provide cutting-edge financial advice. Their client-centric philosophy ensures that every recommendation is made with the client’s best interest in mind. The firm’s mission is to empower clients to make informed decisions, secure their financial future, and build lasting wealth for themselves and future generations.
For those in Kingston and surrounding areas seeking expert financial guidance, Assante Financial Management Ltd. offers a welcoming environment where clients can feel confident in the advice and strategies provided. To learn more about their services or to schedule a consultation, interested individuals are encouraged to visit their office at 231 Queen St or explore the resources available through the Assante Wealth Management network.