Helping You Achieve Your Goals and Dreams

 

Planning for your financial future is more than just looking at numbers. To me, it's the people and dreams behind the figures that matter the most.

 As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

 Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.

 If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 Financial Advisor to Entrepreneurs

 

Marylou Heenan

Entrepreneurs work on their business much more than full-time hours and more than anyone else.  You need a trusted Advisor who can save you time while you generate the wealth to grow your nest egg.   Marylou Heenan knows this from experience:  she has been a business owner like you for over 30 years.

There are investment and insurance solutions for all ages and situations and Marylou is constantly improving her knowledge to bring you more value.   Through her personal attention and the resources of Assante Wealth Management, you have access to a trustworthy team of professionals who combine to address all your financial needs.

In addition to assisting you with your wealth management, Marylou is a trusted source for good business advice for entrepreneurs.  Subscribe to her “Just Good Advice” blog and newsletter, and follow her on Facebook and LinkedIn.

Book a meeting with Marylou  Call 416.939.2000