Donna Shortt-TD Wealth Private Investment Advice

McNiven Wealth Management is part of TD Wealth Private Investment Advice, located in Collingwood, Ontario. The firm provides comprehensive financial services including investment advice, portfolio management, and financial planning to help clients achieve their financial goals. With a focus on personalized service, McNiven Wealth Management connects clients with experienced advisors, private bankers, and wealth specialists. Their team is dedicated to delivering tailored solutions that cater to the unique financial needs of each individual or family. Generated from the website

Assante Capital Management Ltd, situated in Collingwood, Ontario, is committed to assisting Canadian families in creating wealth and prosperity. With over 30 years of experience, their advisors offer personalized wealth management strategies tailored to individual life goals. They boast a network of over 590 experienced wealth management teams, managing a substantial $69 billion of Canadian wealth since their founding in 1995. Services offered by Assante include investment strategies, risk management, tax planning, estate planning, retirement planning, and charitable giving integration. Their dedicated advisors leverage professional resources such as analysts and lawyers to ensure informed financial decision-making, guiding clients through comprehensive wealth management from retirement to estate planning. The company prides itself on maintaining a focus on personalized financial solutions that prioritize the long-term success of their clients. Generated from the website content

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.