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Orillia Office

LISA FERRY
FINANCIAL ADVISOR
Assante Capital Management Ltd.
T: 705-327-1965
F: 705-327-1935
lferry@assante.com
66 Coldwater St.
Orillia ON L3V 1W5

IAN JENNER
SENIOR FINANCIAL PLANNING ADVISOR
Assante Capital Management Ltd.
T: 705-327-1965
F: 705-327-1935
ijenner@assante.com
66 Coldwater St.
Orillia ON L3V 1W5

JAMIE GEISLER CFP, BA Econ.
SENIOR FINANCIAL ADVISOR
Assante Capital Management Ltd.
T: 705-327-1965
F: 705-327-1935
jgeisler@assante.com
66 Coldwater St.
Orillia ON L3V 1W5

SUSAN McCAUGHEY
ADMINISTRATIVE ASSOCIATE
T: 705-327-1965
F: 705-327-1935
smccaughey@assante.com
66 Coldwater St.
Orillia ON L3V 1W5

AMANDA SENIOR
ADMINISTRATIVE ASSISTANT
T: 705-327-1965
F: 705-327-1935
asenior@assante.com
66 Coldwater St.
Orillia ON L3V 1W5

Assante Capital Management Ltd.

66 Coldwater St., Orillia ON L3V 1W5

T. 705-327-1965

Spire Advisors - Assante Capital Management Ltd.

535 Main Street,

Powassan, ON, P0H 1Z0,

Canada

705-724-2400 jgeisler@assante.com

Hours

MISSISSAUGA

905-272-2750

HUNTSVILLE

705-789-0113

ORILLIA

NORTH BAY

PARRY SOUND

POWASSAN

WILL YOUR PARENTS NEED YOUR HELP?

The day may come when your parents find it more difficult to take care of their financial matters. Your help can make a difference, whether it’s in the form of your time, advice or financial assistance.

Not a

In order to retire, you need to ensure that your money will "outlive" you – because once you enter retirement, you don't want to outlive (run out of) your money.
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Studies show that the average age of retirement is 62, with the averag

Assante was a pioneer and continues to be a leader in looking up, and looking forward, to deliver complete wealth management solutions.

We believe our clients are best served by a comprehensive approach to planning that incorporates all aspects of t

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The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Insurance products and services are provided through Assante Estate and Insurance Services Inc.. Some services and products may not be available through all Assante advisors. Services may change without notice.

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