Significant changes are occurring in an increasingly complex and regulated financial world. Over the last few years, advisors have been challenged with the new reality of our economic landscape. At Assante, we understand what it takes to overcome these challenges. Our solution is a complete wealth management practice.
I joined Assante in 2007 and work in our Montreal office. My objective is to help you grow your business. Together, we can implement efficiencies and create personalized wealth plans for your clients by leveraging expertise from our network of investment analysts, portfolio managers, lawyers, accountants, estate and insurance specialists, wealth planners, and banking and mortgage specialists. My background in marketing research, combined with my experience as a wholesaler and sales manager, gives me a unique skill set to help you express and promote your value proposition.
The decision to join a new dealership is never undertaken lightly. The criteria for consideration are wide and complex. In today's environment advisors aspire to deliver a more comprehensive suite of services to their clients and to draw on expertise from a broad network of professional colleagues. At Assante Wealth Management, we are committed to supporting such a delivery, and to serving you.
Based in Vancouver and with more than 30 years' experience in the financial services industry, I joined Assante in 2015. Having worked closely with a wide range of advisors in a wholesale capacity for 25 years, it has afforded me the ability to see what matters most to individual advisors in their practices. Similarly, practice management techniques have evolved significantly in that time. The confluence of heightened regulatory oversight, acute expectations of clients and advanced technological tools has necessitated a more holistic approach and response from dealer organizations. My approach has always been one of consultation and now, in conjunction with my colleagues at Assante, my objective is to help you advance the quality of your practice.
Challenging times always create extraordinary opportunities for those who understand them and have a vision. With over 25 years of experience in financial services, working with advisors as a wholesaler and as an advisor myself, I strongly believe that now is the time to outpace the others and take your practice to the next level.
Engaging in wealth planning conversations can open up opportunities for you to meet a broader range of increasingly complex client needs. By positioning yourself as a key resource in all aspects of your clients' financial affairs, you can strategically work with them to provide customized wealth planning services.
My role at Assante is to help you develop a strong, viable, and rewarding practice by creating strategies that address your needs and challenges, and by connecting you with the right resources at our firm to ensure successful implementation.
In my 28 years in financial services, I have seen the industry go through periods of incredible growth, but also evolving challenges. This is particularly true for Canadian investors, who require complete and sound financial advice now more than ever. The one thing these dips and turns have in common is the opportunities they can provide. The difference is how you capitalize on them.
My job is to ensure you have the tools and resources to do just that. By providing the right team, industry experts and personalized solutions, our advisors can navigate the increasing complexities investors face and position themselves and their practice as a trusted source for their clients' wealth panning needs.
There's no way to know what new challenges are on the horizon, but having a comprehensive plan backed by a strong reputable team is the best way to bring long-term success to your business and your clients' financial well being.
In my role as a coordinator, I support the Regional Recruitment & Business Development teams throughout Canada. I will be your main point of contact before and after you join our organization. I will interact with different departments by managing a variety of activities and processes relating to your transition to Assante Wealth Management. From coordinating due diligence meetings with senior management in Toronto to monitoring the onboarding process for the full year after you join our team – I help make your transition as smooth and successful as possible.
With the support of various teams at Assante head office, we developed a bilingual on-boarding plan tailored to each of our prospective advisors. I will schedule conference calls, webinars and face-to-face meetings with our trainers on your behalf. Our team of trainers will introduce you and your team to the systems and processes we use at Assante, and ensure your practice has what it needs to excel. I will help you liaise with our marketing professionals should you wish to make an announcement about your move in your local paper, through social media or plan a special event for your clients.
With more than 25 years of experience in finance, human resources, event planning and as a former business owner being exposed to a variety of administrative and marketing roles, I understand what it takes to make a transition of this nature successful. I am well positioned to welcome you and your team to our organization, making available all of the services and programs, in both English and French, that Assante has to offer its advisors and their teams to facilitate your integration.
My mission is to provide you with the necessary support and resources to ensure that Assante welcomes you as best we can.