Welcome to Limestone Team | Assante Financial Management Ltd.
Money is personal. It's why the value of our relationships are driven by low volatility wealth building, client security and independence.
We are a financial planning organization that specializes in wealth and risk management. We use a holistic approach in planning utilizing strategies to minimize volatility, risk and estate taxes.
Regular meetings help us clarify your goals and objectives, prepare various solutions and implement to suit your requirements with ongoing progress updates.
The Limestone Team is an independent wealth management company and insurance agency with branches in Kingston and Brockville, Ontario. Stephanie Lafond (Senior Financial Planner) and her team, welcome the opportunity to give you a second opinion, and analysis on your current portfolio, showing you how you have done over time, and what the costs are on your accounts.
The world is different today, and we recognize that your investment and insurance providers need to evolve to reflect the changes that are occurring. Our knowledgeable advisors work with you to offer personalized financial plans that allow you to participate in the market gains and protect you from downside risks.
At The Limestone Team, we grow and protect your wealth!
Contact one of our offices to talk more about how we can help you earn more by diversifying your investment strategy to ensure financial security now and a comfortable retirement in the future.
*Please visit www.assante.com/legal for important legal and regulatory disclosures.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 1479 John Counter Blvd, Suite 101,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- limestonefinancial.ca
- Keywords
- Financial Planning, Retirement Planning, Estate Planning, Insurance Planning, Income Tax, Wealth Planning.
- HQ
- Kingston, Ontario
Limestone Team Questions
Limestone Team's website is limestonefinancial.ca
Limestone Team's LinkedIn profile is https://ca.linkedin.com/company/limestoneteam
Limestone Team has
3 employees.
View email and phone details for 3
employees at Limestone Team.
Limestone Team's industry is
Financial Services
Limestone Team's categories are Financial Services
Limestone Team's founding year is 2006
