The Affolter Financial Group Inc.
Tim Affolter, Debbie Perepolkin, Collin Ludwar, Monique Bogaardt
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Integrated Wealth Planning for Businesses and Families
We specialize in assisting:
Wealth Builders
- Business Owners
- Professionals
- Families of Wealth
Families in Transition
- Retirement
- Succession Planning
- Wealth Transfer
- Separation
Families in Retirement
- Tax Effecient Income
- Estate Planning
- Capital Preservation
Disclaimer:
The Affolter Financial Group is an outside business activity that may offer non-securities-related financial planning services. Any specific investment recommendations provided by Tim Affolter, Debbie Perepolkin, Monique Bogaardt, or Collin Ludwar must be done through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Although Assante is not responsible for any service or product supplied through The Affolter Financial Group Inc., Assante will monitor for conflicts of interest, and investigate any client complaints related to services offered by The Affolter Financial Group Inc.
© 2019 Assante Wealth Management
Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
www.mfda.ca
The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.