The Assante Advantage
As part of Assante Capital Management Ltd. and Assante Estate and Insurance Services Inc., we offer clients access to a national network of top-tier financial planning tools, specialists, and resources. When you work with us, you benefit from:
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A team-based approach with access to tax, estate, and investment experts
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Independent, personalized advice tailored to your full financial life
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Proven systems backed by one of Canada’s most respected wealth firms
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Ongoing education, planning tools, and personalized reviews
Assante’s resources, paired with Avi’s client-first approach, help guide your financial journey.
Our Services
Comprehensive Planning for Every Stage of Life
Complete Wealth Planning
Your financial life is interconnected—goals, cash flow, debt, insurance, investments, estate. We help create coordinated plans to support your long-term success.
Avi helps you simplify complex decisions and take actionable steps, all aligned with your life goals.
Wealth & Investment Services
Develop strategies to help grow and maintain your financial position with clarity and informed guidance.
You’ll receive:
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Personalized, goal-based investment planning
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Support in building diversified investment strategies
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Retirement income forecasting
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Tax-efficient investment strategies
Avi models scenarios, adjusts your plan as life and markets evolve, keeping you on course.
Insurance & Risk Protection
Plan for what matters most — your income, your family, and your financial future.
Coverage includes:
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Life insurance
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Disability insurance
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Critical illness protection
Avi holds the CLU® designation, giving him advanced knowledge in insurance structures and tax-efficient coverage — providing guidance to help you avoid unnecessary costs and coverage gaps.
Estate & Legacy Planning
Align your financial plan with your values, explore tax-efficient strategies, and document your intentions with clarity.
We help with:
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Reviewing wills, powers of attorney, and beneficiaries
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Structuring wealth transfer to help minimize taxes
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Planning for charitable giving or family gifting
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Succession planning for business owners
Avi supports clients in planning their legacy with clarity and intention.
Business & Professional Services
Specialized planning for entrepreneurs, professionals, and small business owners.
We provide support with:
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Shareholder agreements
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Compensation & equity planning
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Business continuity planning
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Retirement and exit planning
You focus on growth. We’ll help you safeguard what you’ve built.
Who We Work With
We support a wide range of clients at different stages of life:
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Young professionals and couples building wealth
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Business owners managing growth and succession
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Families planning for education, homeownership, and retirement
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Individuals looking to organize and simplify their full financial life
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Anyone who wants a trusted partner to help make smart financial decisions
Why Clients Choose Us
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Holistic Advice – We look at the full picture, not just your investments
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Straightforward Process – No jargon, just clarity and next steps
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Ongoing Support – We check in regularly, so your plan always fits your life
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Advanced Credentials – Avi holds a CLU® and Life Licence Qualification Program (LLQP) designations
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Built on Trust – We prioritize transparency, education, and long-term relationships
