At Danielson Group Wealth Management, our first priority is to carefully listen to you and your family. Our process is far more than just learning about the numbers. We take the time to understand your unique situation, your opportunities, your challenges and dreams for the future. From there we delve into every aspect of your financial picture from insurance, to wills, taxes, business strategy and more.
No. We always have time to meet with you and your family to answer any questions you may have and to determine if it is a good fit for both parties.
For the vast majority of our clients, we charge a tiered fee structure based on your assets under our management. The more of your capital we manage, the more cost-effective it gets.
Currently, we are accepting new households with 1 million+ of investable assets.
Yes! We care deeply about helping people regardless as to whether they will ultimately become a client.
Our goal is to give you the best experience possible so we pair you with the advisor who is best positioned to make that happen. Our team of advisors come with a wide range of expertise, communication styles and Financial “DNAs” meaning there will be someone who aligns with you and your family.
CFP® or CERTIFIED FINANCIAL PLANNER®. This is the most widely recognized financial planning designation in Canada and worldwide. CFP professionals place their clients’ interests first and the Standards Council vigilantly enforces these standards.
CIM – Chartered Investment Manager. They can conduct discretionary portfolio strategy services on behalf of their clients. Specializes in high-level investment strategies tailored to affluent clients.
CPA CA – Chartered Professional Accountant. It is a globally recognized profession providing accounting expertise.
CFA – Chartered Financial Analyst. This is one of the highest distinctions in the investment management profession and provides Charterholders with a strong foundation in advanced investment analysis and real-world portfolio management skills.
RFP – Registered Financial Planner. They maintain the highest standards of excellence, experience and integrity in the financial planning profession
Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund (“CIPF”). The investor protection plans reimburse investors for assets held through the Member in an account for the customer, within predefined limits, if their dealer becomes insolvent or bankrupt and their assets are missing as a result. There are no fees charged to you.
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