Assante Capital Management Ltd.
Helping You Achieve Your Goals and Dreams
Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most. We believe that there are three keys to our job that help us work closely with you to develop a long-term, diversified strategy.
First, we must be direct. We work to be knowledgeable about you and your family situation. We work to understand what you want your money to do for you.
Second, we are your guide when you need us. We will help you navigate the many choices you have with your money and show you how to diversify your portfolio to maximize gains while minimizing losses.
Third, it's all about you. We want to work with you to build a personalized, long-term strategy that we follow and monitor closely, so that you can maintain your lifestyle and enjoy a comfortable retirement.
Spire Advisors of Assante Capital Management Ltd. has been named one of the best Wealth Management teams in the country by Wealth Professional Canada. Thank you to our incredible advisors, associates, and administrative team members across our six office locations (Mississauga, Huntsville, Powassan, Parry Sound, North Bay, and Orillia) for contributing to this tremendous accomplishment. Click below to read more:
We will help you navigate
the many choices you have with your money.
We work to be knowledgeable
about you and your family situation.
Maintain your lifestyle
and enjoy a comfortable retirement.
It's the people and dreams
behind the figures that matter the most.
for the good of his client
"Jamie routinely gives of his time, knowledge and expertise. Jamie provided advice to us in relation to aspects of our financial security. Two children were put through University (and one Masters) with Jamie’s advice figuring prominently in these expenses. This has afforded our children a debt free start in life, all while securing our own retirement portfolio as well.
Jamie never hesitated to provide his professional advice, even when there was nothing in it for him, all for the good of his client, in this case, us." – Shannon and Jeff Dagg / Client Review
whom we trust completely
“What a beautiful cruise we had that day. We were grateful for the generosity of Spire Advisors for providing such a wonderful time together.
Ian and his “crew” have taken great care of our financial needs for many years now.
It is wonderful having someone whom we trust completely and whose opinions and expertise we respect. Thank you Ian." – Dick and Linda Oudekerk / Client Review
Pictured here is Senior Financial Advisor Ian Jenner with his clients, Dick and Linda Oudekerk.
How much annual retirement income can you safely withdraw? Which source of savings should you access first? When should you start government benefits? What guidelines can you follow?
There is no cookie-cutter approach to withdrawing retirement income. Here are just some of the factors that make one retiree’s income plan different from another’s.