At Assante Wealth Management, we understand that everyone's financial situation is unique and that managing your wealth can be complex and time-consuming.
Stratking Advisory Services provides wealth management services to professionals in Ontario and is currently accepting new clients. Dane King, President and Financial Advisor, has helped numerous professionals, executives and business owners grow their wealth for over 10 years and is a Certified Management Accountant, Chartered Global Management Accountant and Financial Management Advisor.
A dedicated Financial Advisor, who specializes in wealth management, will work closely with you in the long term, to help you develop and execute strategies to grow your wealth You would receive an elevated level of service; portfolio reviews at least every six months and an annual financial planning review Financial planning services are provided at no extra cost Independent advice and a wide choice of investment options from our Mutual Fund Dealer, Peak Investment Services Inc. Protect your income and lifestyle with insurance solutions from over 10 leading Canadian insurance companies Wealth management clients who are self employed or own professional corporations are entitled to a 20% discount on the professional services offered by our small business services division, including; marketing, accounting, bookkeeping, taxation and business consulting services, etc.
Services for professionals like you:
2. Insurance Services
3. Personal Financial Planning
4. Tax Returns
5. Severance Planning
6. Education Planning
7. Individual Pension Plans
Further details on our services is available at www.stratking.org/professionals.html
To arrange a confidential and complimentary first appointment to see how we can help you, call us today at 647-340-3801.
09:00 to 20:00
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