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Our Process

Becoming a Client

At Assante Capital Management Ltd., we make sure you have all the information you need before making such an important decision as choosing a financial advisor. We provide all prospective clients with a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, then formulate a plan to help you meet those goals. In the end you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family.

To learn more about the benefits of being an Assante client, take a closer look at our customized approach below, or contact us at your convenience for a private consultation.

Our Steps

1. Consultation
First, we get to know you by clarifying and defining your financial requirements and goals (where you are and where you want to be). We start with a blank sheet of paper and build a portrait that encompasses your financial situation, your lifestyle, and your goals.

2. Analysis
We will conduct a thorough analysis of your current financial situation, drawing on the expertise of our in-house team of experts, which includes tax lawyers, investment counselors and wealth planners. These experts become your personal team.

3. Solutions
We will analyze and monitor the ongoing changes and challenges in your life and in your workplace to keep your solutions current.

4. Monitor & Review
We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your life as well as in the investment market.