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Assante Hydrostone

 * Services
 * Team
 * Articles
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WHAT’S YOUR PLAN?

We’ll help you determine your financial goals and reach them.

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WHY ASSANTE?

We all have an idea of the things we’d like to do in retirement, but no real
sense in how much it will cost. With decades of industry knowledge, our advisors
will help you create a detailed plan to make your dreams a reality.

Learn More

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OUR SERVICES


TAX PLANNING

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RRSP/TFSA PLANNING

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RETIREMENT PLANNING

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COMPLETE PLAN




ESTATES




BUSINESS OWNERS




PENSIONS




LIFE CHANGES

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HEAR FROM OUR CLIENTS

Don’t just take our word for it, let our clients tell you about the Assante
Advantage.

Previous

Working with Assante Hydrostone I get transparency, insight, recommendations,
and solutions specific to my goals. Schedule a discovery meeting; I wish I did
10 years sooner.

Craig M.

My prior financial advisor was inattentive and not proactively helping me best
manage my retirement savings. In my experience with my Assante advisor, the
questions I have are always answered promptly and in language I can understand.
He is proactive and truly passionate about making sure my funds are in the right
places to maximize my benefits.

Sue M.

Before working with Assante Hydrostone, we didn't really have someone to trust
with our financial future, whom we know has our true best interests at heart.
Now we have peace of mind.

Nick C.

Integrity, knowledge and a professional caring attitude has made working with
our investment advisor for twenty-some years a pleasure and brought comfort
through many ups and downs of the financial markets and times.

Joan K.

As I was approaching my retirement and concluding the sale of my business, I was
unsure what investment strategy would best suit my circumstances and ensure that
I had sufficient resources to offer me a safe, reliable standard of living.
Working with my Assante advisor, I feel that my portfolio matters to them and am
part of something bigger while never feeling as though I get lost in the
shuffle.

Wayne G.

We thought that we didn't need a financial advisor and that financial advisors
are only for rich people. But we had several blind spots in our portfolio that
benefitted from the help of a professional. Our only regret is that we didn't
seek their help sooner!

Glenn R.

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ARTICLES


PRIVATE MARKET INVESTING

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WILLS VS. LIVING TRUSTS: CHOOSING THE RIGHT ESTATE PLANNING TOOL

Read More



SUSTAINABLE INVESTING TRENDS

Read More

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UPCOMING EVENTS

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Assante Hydrostone

Assante Hydrostone
Assante Capital Management Ltd.
Assante Financial Management Ltd.
1 (902) 423-1200
hydrostonebranch@assante.com


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BECOME AN ASSANTE ADVISOR

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Hydrostone is a multi-advisor Assante branch that is comprised of financial
advisors registered with either Assante Capital Management Ltd. a
dual-registered investment and mutual fund dealer, Assante Financial Management
Ltd., a registered mutual fund dealer. Insurance products and services are
provided through Assante Estate and Insurance Services Inc. Wealth Planning
Services may be provided by an accredited Assante Advisor or through CI Assante
Private Client, a division of CI Private Counsel LP. Assante Capital Management
Ltd. and Assante Financial Management Ltd. are Members of the Canadian Investor
Protection Fund and the Canadian Investment Regulatory Organization.

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 maybe 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.

Know Your Advisor: CIRO Advisor Report


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