Assante Capital Management Ltd., - David Demoe CFP

at 109 Russell Avenue, Saint Catharines, L2R 1V8 Canada

We provide wealth management solutions


Assante Capital Management Ltd., - David Demoe CFP
109 Russell Avenue
Saint Catharines , ON L2R 1V8
Canada
Contact Phone
P: 905-680-3095
Website
http://www.assante.com/advisors/ddemoe/

Description

When you become a client, you are entrusting your financial wealth to a dedicated, enthusiastic team of professionals. David Demoe (CFP) has over 20 years experience providing specific financial, tax, and retirement planning advice to Canadians of high net worth. His work background with Canada Revenue Agency, and as a financial advisor with two major Canadian financial institutions, gives him added insight to ensuring his clients maximize their investment capital, while minimizing their tax exposure. The Certified Financial Planner credential is one of the highest qualifications a financial professional can attain. It is the mark of a highly trained, highly ethical professional who adheres to internationally recognized professional standards. As a Financial Advisor, David Demoe will assist you with growing your wealth. Trevor Marsh, Financial Advisor, CA, CFP, has over 25 years experience in the financial industry with extensive knowledge of accounting practices and financial analysis. His accreditation and experience is a great asset to our team. Melissa Procopio is our Administrative Associate and has been an integral member of our team for over 10 years. This Assante Capital Management Ltd. team is a leading provider of integrated wealth management solutions offering financial services to individuals, families and businesses in the Niagara Region. Their office can counsel on retirement planning, tax minimization strategies, investing severance packages, and the whole range of investment opportunities to manage your financial assets. Call Melissa for a no-obligation meeting – 905-680-3095. Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and registered with the Investment Industry Regulatory Organization of Canada. Please visit www.assante.com/legal.jsp or contact Assante at 1-800-268-3200 for information with respect to important legal and regulatory disclosures related to this profile.

Company Rating

84 FB users likes Assante Capital Management Ltd., - David Demoe CFP, set it to 12 position in Likes Rating for Saint Catharines, Ontario in Bank/financial services category

I was very pleased to be able to raise money for a great local charity. You will see from this article that it was a lot of fun as well and proceeds are going to a wonderful cause. http://www.niagarathisweek.com/news-story/4119913-locked-up-for-a-good-cause/

Published on 2013-10-18 18:54:10 GMT

Generated summary (experimental)

David Demoe can provide you with sound financial advice to manage your wealth and secure your future.
He can help you develop a comprehensive plan that could include market investments, retirement savings plans, TFSAs and RESPs, and insurance products and services.
Call David for a free consultation today.
"I want to keep my clients well-informed on the
markets and investment opportunities.."
I view myself as a financial educator.
The more knowledgeable investors are, the more likely they are to succeed in creating and preserving their wealth.
I want to keep my clients well-informed on the markets and investment opportunities.
I want to provide the critical information my clients need to make sound investment decisions regarding their portfolio.
“Here’s my commitment to all my valued clients to ensure our relationship is a prosperous one.
I will bring focus, honesty, integrity and will be attentive to your financial needs.”
Focus - I will listen closely to my clients' goals to ensure financial goals are inline.
I will work hard to try and achieve these financial goals.
Honesty - I tell the plain truth all the time.
I talk straight with my clients and never make promises that I cannot or will not fulfill.
Integrity - I closely monitor my clients' portfolio on a regular basis and contact my clients when I feel changes are required.
I invest my clients' capital as carefully as I do my own.
Attentiveness - Every quarter I provide my clients with a portfolio review to determine performance and, if necessary, re-visit goals and rework financial plans.