Beacon Family Office At Assante Financial Management Ltd.

At Beacon Family Office at Assante Financial Management Ltd. , ensuring the security of assets entrusted to us by clients is a key priority. It goes hand in hand with our mission – To help create wealth, prosperity, and confidence for Canadian Families. We are here to help you get more. We accomplish this by working closely with the other members of your team -- your lawyer and accountant, for example. We implement The Lifetime Approach system to help anticipate and design effective transitions from nesting to resting. These all form part of unique processes created to provide a simplified integrated approach towards achieving our select clientele's wealth management goals. Beacon Family Office at Assante Financial Management Ltd. is pleased to provide a wide array of services and support to our clients, through our access to the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP. Any specific investment recommendations must be done through Assante Financial Management Ltd. Please visit www. assante.com/legal. jsp or contact Assante at 1-800-268-3200 for information with respect to important legal and regulatory disclosures relating to this notice.
Social Link - Linkedin: http://www. linkedin.com/company /beaconfamilyoffice
Employee Count: 2
Keywords: legal services