We are the benchmark for comparison in every aspect of financial management business and relationships in Western Canada.
Our Core Process
Customized planning to suit your life
We believe in precision. We are detail-oriented, but approachable and take the time to listen. Every client leaves a meeting with the feeling that they’ve been heard.
Integrated wealth management for Western Canada’s top leaders and business owners
We partner with clients to manage their complete financial life, and provide guidance using a simplified communication process to show them their wealth opportunities.
We change the way you think about the way your money is managed.
The Plan First Team of Assante Financial Management Ltd. represents the strength of a large company with the personality and service of a top floor boutique. Through an integrated process, we show you how to reach your wealth ambitions.