Our team brings over 100 years of financial services experience. With our diverse background and expertise, we help our clients find the right mix of services and solutions to meet our clients’ goals and objectives.
Through a personalized, comprehensive approach to wealth management, we provide expert services and solutions supported by the Assante network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants.
As your trusted advisor, we pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we evaluate your current financial situation to create a plan that encompasses your entire financial well-being, from investments and insurance, to tax and estate planning, to your personal and family wealth, to your business interests.
That is the Assante difference.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 350 Burnhamthorpe Road West, Suite 500,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Wealth Management, Retirement Planning, Insurance & Risk Management, Tax Planning, Estate Planning, Charitable Giving, Financial Planning for Businesses, Education Savings, Investment Solutions.
- HQ
- Mississauga, Ontario
- Competitors
- Experior Financial Group, CI Assante Wealth Management, Fox Financial Planning, Integra First Federal Credit Union, Forest Financial Planning Inc., FocusOne Mortgage Solutions NMLS#105693, Ironshield Financial Planning (Quebec office), Neighborhood Mortgage Solutions, Ferguson Financial, DOTLAB STUDIO.
Ferguson Financial Planning | Ci Assante Wealth Management Questions
Ferguson Financial Planning | Ci Assante Wealth Management's website is http://www.fergusonfinancialplanning.com
Ferguson Financial Planning | Ci Assante Wealth Management's LinkedIn profile is https://ca.linkedin.com/company/ffpacm
Ferguson Financial Planning | Ci Assante Wealth Management has
7 employees.
View email and phone details for 7
employees at Ferguson Financial Planning | Ci Assante Wealth Management.
Ferguson Financial Planning | Ci Assante Wealth Management's industry is
Financial Services
Ferguson Financial Planning | Ci Assante Wealth Management's top competitors are
Experior Financial Group,
Ci Assante Wealth Management,
Fox Financial Planning,
Integra First Federal Credit Union,
Forest Financial Planning Inc.,
Focusone Mortgage Solutions Nmls#105693,
Ironshield Financial Planning (Quebec Office),
Neighborhood Mortgage Solutions,
Ferguson Financial,
Dotlab Studio.
Ferguson Financial Planning | Ci Assante Wealth Management's categories are Financial Services
Ferguson Financial Planning | Ci Assante Wealth Management's founding year is 1991
