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WE CHANGE THE WAY YOU THINK ABOUT THE WAY YOUR MONEY IS MANAGED.

We partner with clients to manage their complete financial life, and provide guidance using a simplified communication process to show them their financial possibilities.

We are wealth management experts who plan today so you can focus on tomorrow.

We are passionate about helping clients think about their complete financial lives and discovering the possibilities that the right plan can bring. Every client leaves a meeting with new knowledge and the feeling that they’ve been heard. Here is a sample Assante Private Client Wealth Profile:

*Insurance products and services are provided by Randy Liedtke through Assante Estate and Insurance Services Inc.

As a client of The Plan First Team, you have exclusive access to customized solutions that combine investment expertise with wealth planning strategies.

For high net worth clients with more complex wealth planning needs, you’ll benefit from our exclusive Private Client Managed Portfolios or Evolution Private Managed Accounts options.

WHAT WE VALUE

Our strong core values guide our relationships, business practices, and approach to wealth management.

PRECISION

It’s in the details. We strive to perfect each plan for each client, down to every element.

COMMUNICATION

Each meeting is a learning opportunity for our clients. Our clients leave every meeting with a complete understanding of their financial landscape.

RELATIONSHIPS

Each meeting is a learning opportunity for our advisors. We take client relationships seriously. We are more than a financial advisor. We build partnerships with our clients.

CUSTOMIZE
It’s about life. Every client is unique and carries a different set of circumstances. We customize to meet the needs of each individual client.
LOYALTY

We are loyal to our clients under every circumstance. We partner with our clients through their lives, not simply through the life cycle of an investment.

Not quite ready for a discovery session, but want to find out more about The Plan First Team?
Sign-up for our newsletter and learn more about who we are and what we do.

By providing your email address, you provide us with your express consent to send you commercial electronic messages related to finances and/or investments that may be of interest to you. Should you wish to discontinue receiving emails of this nature, you may contact us to withdraw your consent at any time. Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy.

BOOK YOUR DISCOVERY

A good relationship starts by developing a foundation of understanding and mutual respect. Let’s build that together.

LOCATION

We’re here to assist your wealth management needs.
Stop by our office, send us an email, or give us a call — we’d love to get to know you.

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The Plan First Team Of Assante Financial Management Ltd.


Tel: (780) 450-3311
Fax: (780) 463-1415

7525 101 Avenue
Edmonton, AB, T6A 0J5
Email: theplanfirstteam@assante.com



By providing your email address, you provide us with your express consent to send you commercial electronic messages related to finances and/or investments that may be of interest to you. Should you wish to discontinue receiving emails of this nature, you may contact us to withdraw your consent at any time. Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy.

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