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VerifiedFinancial Services· Founded 2007

Generations Financial Solutions

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. Our products and services include: • No-fee Consultation • RRSPs (Registered Retirement Savings Plans) • RESPs (Registered Education Savings Plans) • TFSAs (Tax-Free Savings Accounts) • Financial Planning Products & Services • Estate Planning Products & Services • Tax/Insurance/Wills Referrals Please visit or contact Assante at 1-800-268-3200 for information with respect to important legal and regulatory disclosures relating to this notice.

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HeadquartersWaterloo, CanadaEmployees4(1 to 10)Founded year2007Websiteadvisor.assante.comLinkedIn profileLinkedIn

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