Claudia Weisser B.Comm, FMA, CIM®
As an Assante financial advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
Tax and estate planning
Are you looking for the advice of an experienced tax and estate planning advisor?
Are you interested in working with a personal advisor that can guide you with new tax planning and estate strategies that will help lessen your taxes?
Retirement Income Strategies.
One very important responsibility that many of us have to consider at one point or another is the responsibility to properly prepare for our retirement. Retirement income unadvised and without strategy can be very challenging.
Business succession planning
Business Succession Plan & Advice. As an entrepreneur that started a business from scratch and watched it grow to a successful money-making firm, you often find it hard to let go. Should you need more information on business succession planning, feel free to call, we are glad to help.
Cash management planning
There's an old adage that says "cash is king". This proverbial statement illustrates the importance of cash, and its superiority and importance over other forms of currency or items of value. Our services can help teach clients how to handle their cash without having to learn from experience.
Services offeredFinancial Advisor
Claudia Weisser B.Comm, FMA, CIM® of Assante Wealth Management Ltd.