ASSANTE WEALTH MANAGEMENT

We make dreams come true. It sounds corny, but that's the truth. We want them to be able to retire when they want, in the lifestyle they want, take the trip they want and enjoy their children or grandchildren. We want them to view money as a tool - if you use it properly and make good choices, you'll achieve your goals (have your dreams come true). If you become a slave to it or ignore it then you are choosing a different path, and you probably won't like the where it leads... We use a team approach - internally our team is made up of dedicated people who can help process whatever we're addressing first, whether that's investments, insurance, tax, etc. We also use outside help when it's warranted - accountants, lawyers, mortgage brokers, debt consultants, real estate agents - we have a good network of people we trust should the need arise... We answer the phone when you call. We make it as easy as possible to get things accomplished. We strive to be responsive to every request, with..

Also known as: Jay, Jay Papernick

Primary location: Toronto Canada