BOLEANTU

Each client continues to be represented and serviced by their designated Lead Advisor and the Advisor-Client Support Team to provide personalized services tailored to individual clients' needs. Advisors offer personalized financial planning services that encompass investment strategies, retirement planning, tax optimization, estate planning, and more. By understanding our clients' financial goals, risk tolerance, and personal circumstances, we provide tailored advice and solutions that resonate with each individual client. By pooling our knowledge, advisors can collectively address complex client needs, offering comprehensive solutions that draw on multiple perspectives. Collaboration leads to resource sharing, from research tools to administrative support, making operations more efficient and enhancing the client experience... Assante is required by regulators to maintain adequate capital to cover our business risks, keep comprehensive and accurate records and employ appropriate..

Primary location: Sw Calgary