Raymond James Financial

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

Susan Lee is a certified financial planner with over 10 years of experience and 20 years in the financial services industry. She specializes in assisting clients in achieving their personal financial goals, whether they are first-time homebuyers, self-employed individuals, or planning for retirement. With a commitment to ongoing education, Susan stays current with government legislation and industry products, ensuring her clients receive the most relevant advice. Her expertise makes her a valuable resource for anyone looking to navigate their financial journey. Generated from the website