Assante Wealth Management

Tax Preparers, Accountants, & Business Advisors in Red Deer, Alberta

Richardson Wealth, operating under the umbrella of RF Capital Group Inc., stands as one of Canada's premier independent wealth management firms. Established in 1857, the company prides itself on a legacy built over seven generations of delivering exceptional financial services. With a focus on cultivating a best-in-class boutique culture, Richardson Wealth places advisors at the heart of its operations. Recognized for its dedication to clients, Richardson Wealth offers a range of services aimed at growing and safeguarding wealth. From wealth strategies to investing, insurance to retirement planning, the firm provides personalized guidance tailored to each client's unique financial journey. With a commitment to privacy and confidentiality, Richardson Wealth values building lasting relationships with its clientele. Embracing diversity and innovation, Richardson Wealth ensures that advisors receive the necessary tools and support to excel in their businesses. Through daily market commentary, insights, and a client-centric approach, the firm empowers advisors to make informed decisions and drive their success. Richardson Wealth continues to expand, aiming to triple assets under administration and revenue by 2025 while upholding its promise of excellence in wealth management. Generated from the website content

Co-operators, first established in 1945 in Regina, Saskatchewan, is a Canadian co-operative insurance and investment organization committed to creating value for Canadians and their communities. Focused on sustainability, they aim to build a healthier tomorrow through meaningful partnerships and set net-zero targets for their operations and investments. Offering a range of personalized financial services, Co-operators provides customized insurance solutions for home, auto, business, and farm, as well as diverse investment options. Their approach emphasizes convenient and secure access to documents through online services, enabling clients to manage their insurance and investments from anywhere at any time. Generated from the website