Dundas Valley Private Wealth Counsel

Assante Financial Management Ltd.

Safeguarding your family’s financial future

with complete wealth management services »

Business Owners

As a business owner and entrepeneur, you have unique financial considerations and risks affecting your business..  Through our expert financial guidance we can help you to develop a strategy that identifies and minimizes risk while maximizing profit.

Our team of  financial, legal and insurance experts can help you make better business decisions that help you manage and grow your business in alignment with your personal goals.

  • Minimizing Corporate and Personal Tax 
  • Risk Management
  • Creditor Protection
  • Shareholder Agreements
  • Sale of a Business
  • Succession Strategy
  • Group Benefits
  • Wealth Preservation