Raymond James

CI Assante Wealth Management, located in Huntsville, Ontario, specializes in providing comprehensive financial planning and asset management services. Their team of experienced advisors offers tailored solutions, including fee-based accounts, insurance, and health and dental plans, to meet the diverse needs of their clients. With a commitment to protecting clients' assets and delivering personalized financial advice, Assante Capital Management Ltd. is dedicated to helping individuals and families achieve their financial goals. The firm is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization, ensuring a high standard of service and compliance. Generated from the website

Assante Capital Management Ltd is a financial services firm based in Orillia, ON, specializing in wealth management and investment advisory services. With a focus on personalized financial planning, Assante Capital Management Ltd aims to help clients achieve their long-term financial goals through tailored strategies and expert guidance. Generated from their business information

Atherton Financial Group Inc. in Midland, Ontario, is dedicated to guiding clients toward achieving financial independence through their unique financial planning process, the R R program – Relax Retire - We do the rest. The company offers a wide range of services, including individual financial planning, estate planning, employee benefits, and various insurance products to meet diverse financial needs. With a focus on strategies such as income tax reduction, estate tax elimination, capital preservation, and intergenerational wealth transfer, Atherton Financial Group aims to simplify saving for clients by encouraging automatic pre-authorized contributions. Their team emphasizes tailored solutions to help clients effectively manage and enhance their financial outcomes. Generated from the website