Dundas Valley Private Wealth Counsel

Assante Financial Management Ltd.

Safeguarding your family’s financial future

with complete wealth management services »

Special Events

 

Paul Donato and the Assante Private Client team were invited to speak at the 23rd Ontario Association General Surgeons Annual Meeting November 11, 2017 in Toronto.  This financial symposium addressed the proposed liberal government tax changes to Canadian controlled private corporations and the impact to medical professionals.  Assante offers complete holistic planning and full service which has led to a proven track record of providing value and good advice.   

 

 

Paul Donato was invited to be a speak about Best Advisor Practices at the annual Assante National Wealth Management Conference 2016.  

 

Assante Private Client is a division of CI Private Counsel LP which is an indirect, wholly-owned subsidiary of CI Financial Corp. Assante Private Client and the Assante Private Client design are registered trademarks of CI Investments Inc.