Assante Wealth Management

At Assante Hydrostone Services, we are a diverse team of wealth professionals dedicated to helping clients achieve their financial goals and secure their financial future. With decades of industry knowledge and a client-centered approach, we provide personalized wealth management and financial planning services to individuals, families, and businesses.

Our Expertise

Our team of experienced professionals offers comprehensive wealth management services covering various aspects of financial planning and wealth preservation. Our expertise includes:

Tax Planning

• Developing and implementing tax-efficient strategies for individuals and businesses
• Optimizing investments and capital gains
• Addressing specific tax issues related to estate planning and retirement plans

Retirement Planning

• Guiding clients through RRSP and TFSA planning
• Developing comprehensive retirement savings and investment strategies
• Providing guidance on income planning during retirement

Estate Planning

• Creating comprehensive estate plans, including wills, powers of attorney, and trusts
• Succession planning for business owners and high-net-worth individuals
• Addressing life insurance and estate tax considerations

Business Owner Services

• Succession planning and wealth transition strategies
• Retirement and employee benefits consulting
• Business continuity planning

Investment Management

• Customized portfolio management tailored to individual goals and risk tolerance
• Access to a wide range of investment options, including mutual funds, ETFs, and alternative investments

Supporting Your Financial Journey

Our team works closely with clients to understand their unique financial goals and circumstances. We provide clear and concise explanations of our recommendations and regularly monitor and review your portfolio performance. Our dedication to open communication and transparency ensures you are always informed and involved in the process.

Our Commitment

At Assante Hydrostone Services, we are committed to providing exceptional client experiences and building long-term relationships with our clients. We believe in transparency, integrity, and personalized solutions tailored to your unique needs.