North Shore Wealth Management

Assante Capital Management Ltd focuses on growing assets securely and creating wealth for Canadian families. With over 30 years of experience, their advisors simplify wealth planning by developing personalized strategies tailored to clients' life goals. They offer a range of services including investment strategies, risk management, tax planning, estate planning, retirement planning, and charitable giving to ensure comprehensive wealth management. Assante stands out with $69 billion of Canadian wealth managed by 590+ experienced teams since its founding in 1995. Clients benefit from the expertise of advisors who have access to professional resources such as analysts and lawyers to make informed financial decisions. By incorporating philanthropic goals into the wealth planning process, Assante ensures that clients' values leave a lasting impact. Generated from the website content

ETF Capital Management, based in Toronto, is dedicated to enhancing clients' peace of mind by reducing investment volatility and helping them achieve their long-term financial goals. Their mission focuses on providing a holistic approach to wealth management, ensuring that clients can navigate market turbulence with confidence. Utilizing a globally diversified portfolio strategy and active currency management, ETF Capital Management emphasizes tax-efficient planning and innovative investment tools such as options strategies. The firm prides itself on its commitment to fiduciary responsibility, offering a comprehensive suite of services designed to protect and enhance clients' financial well-being. Generated from the website

Kudsia Leith Sanchez is a financial advisory firm located in Waterloo, ON. They offer a range of services and solutions including financial planning, investments, and insurance. The company is dedicated to prioritizing people over profit, ensuring that clients receive personalized and ethical financial advice. The team at Kudsia Leith Sanchez is committed to helping individuals and businesses make informed decisions about their finances. They work closely with clients to develop tailored strategies that align with their unique goals and objectives. With a focus on transparency and integrity, Kudsia Leith Sanchez aims to build long-lasting relationships based on trust and professionalism. Generated from the website content