Assante Financial Management Ltd.

Assante Financial Management Ltd. serves the Peterborough area with a focus on Financial Planning — one of the essential building blocks of aging safely and comfortably at home.

Clients rate them highly, with an impressive 5.0 out of 5 stars.

Their Financial Planning services typically include pension optimization, tax planning for seniors, and investment management.

The financial side of aging often catches families off guard. Between home modifications, care costs, and changing tax situations, expert advice can save thousands and prevent painful surprises.

You can reach Assante Financial Management Ltd. by phone at (705) 743-0046 or visit their website to learn more. They are located at 555 George St N #10, Peterborough, ON K9H 3S1.

Every family’s situation is different. We encourage you to contact Assante Financial Management Ltd. directly to discuss how they can help with your specific needs.