Financial Planning With The Beacon Group
AT THE BEACON GROUP OF ASSANTE FINANCIAL MANAGEMENT LTD., ENSURING THE SECURITY OF ASSETS ENTRUSTED TO US BY CLIENTS IS A KEY PRIORITY. IT GOES HAND IN HAND WITH OUR MISSION – TO HELP CREATE WEALTH, PROSPERITY, AND CONFIDENCE FOR CANADIAN FAMILIES.
We believe looking at a life plan should be done from a variety of perspectives. That’s why we use a team of professionals when developing
your complete plan.
Our commitment to you and your family is our biggest priority. We are responsible for providing you with advice and reporting that is clear and tailored to your individual wants.
Each family’s complexities require specific specialized solutions and resources. Our specialists build your tailored plan and collaborate with your professionals to help implement.
Our unique approach begins with your vision, exposes the dangers, and utilizes your strengths. We implement systems that aim to achieve your wants while benchmarking your progress.
The Complete Approach
Our Financial Advisors are here to help you get more. We accomplish this by working closely with the other members of your team — your lawyer and accountant, for example. Our Financial Planners implement The Lifetime Approach system to help anticipate and design effective transitions from nesting to resting. These all form part of unique processes created to provide a simplified integrated approach towards achieving our select clientele’s wealth management goals.
Investment products today – strive to create and protect wealth. In spite of this, increasing risk, volatility and the capability to deal with it has challenged investors using traditional asset allocation systems.
The Calgary-based Beacon Group at Assante Financial Management Ltd. integrates The Asset Matrix Risk Management System into our planning. Effectively, this reduces the chances of suffering significant losses during periods of volatility, thus protecting assets and your confidence.
THE LIFETIME COMMITMENT.
Having true wealth not only presents opportunities, it also presents a multitude of complex challenges.