- Written by Wealth Adviser
- Category: Company
- Hits: 9129
Belmont Village Financial Group / Assante Financial Management Ltd
Glenn Szlagowski is a Financial Advisor working at Belmont Village Financial Group / Assante Financial Management Ltd., in Kitchener, Ontario.
Belmont Village Financial Group is one of the very early pioneers of the Canadian GIC deposit industry with roots going back to the late 1970's. In fact, one of the early founders laid claim that the Canadian GIC deposit industry was actually invented here in Kitchener, Ontario.
Our goal is simple and straightforward. Find the best GIC rates for our clients and do so without charging any fees or commissions.
We can place deposits with TD-Canada Trust, Scotiabank, Bank of Montreal and dozens of other banks, trust companies and credit unions. Your money is placed directly with these financial insitutions and your deposits are safe and secure. All banks and trust companies that we deal with are members of the Canadian Deposit Insurance Corporation (CDIC) - an agency of the federal government that insures eligible deposits up to $100,000. Please visit the CDIC web site at www.cdic.ca for more details. Credit unions may also have their own deposit insurance.
I also am a advisor with Assante who is one of the largest Canadian professional services firms in wealth management, supporting 800 advisors who oversee $20 billion in assets for 300,000 clients and their families nationwide.
Specifically, Assante Financial Management Ltd. provides me with access through its sister company - CI Investments Inc., which manages the United Financial brand of solutions. Assante's parent company is CI Financial, one of Canada's largest investment companies. In turn, CI has a strong relationship with Scotiabank who has a 36% ownership in CI.
This material is provided for information purposes only and is not to be construed as an offer to sell or a solicitation to buy any securities included in the U.S.A., its territories or possessions. Although this material has been compiled from sources believed to be reliable, we cannot guarantee its accuracy or completeness. All opinions expressed and data provided herein are subject to change without notice.This material is not intended to provide, and should not be construed as providing individual financial, investment, tax, legal or accounting advice. You should consult your professional advisor(s) prior to acting on the basis of the information herein. For further information, please contact an Assante Advisor.Commissions, trailing commissions, management fees and expenses, may all be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus and consult your Assante Advisor before investing. Assante Capital Management Ltd. and/or Assante Financial Management Ltd and/or their related entities, affiliates and subsidiaries (individually or collectively "Assante") and their products and services are available only in those Canadian jurisdictions where they may be legally offered and by their representatives licensed therein. Assante, its affiliates and their respective officers, directors, employees, agents and representatives will not be responsible in any manner for direct, indirect, special or consequential damages or losses whatsoever arising out of the use of this website, its contents or any web browser. Assante will not be responsible for any damages you may suffer if you transmit sensitive information to us, or if we communicate such information to you over the Internet, at your request. Links to other websites are for convenience only, and are independent from Assante and therefore Assante has not control over the content of a linked website. No liability is assumed for any inaccuracies in such information or for the content of any linked websites. No endorsement or approval of any other products, services or information is expressed or implied by any information, material or content referred to or included on, or linked from or to this website. No liability is assumed for incompatibility, non-suitability, viruses or other destructive/disruptive components on or from such websites. Certain names, words, phrases, graphics or designs in this website may constitute trade names, registered or unregistered trade-marks or service marks ("Trademarks") of United Financial Corporation or its affiliates or of third parties. The Assante symbol and Assante Wealth Management are trademarks of United Financial Corporation used under licence. The display of Trademarks in this website does not imply any licences have been granted to any third party.Users of this website shall be entitled to copy any information for their own personal use but may not otherwise reproduce any information, in whole or in part, in any manner whatsoever, including electronic reproduction, without the prior written consent of Assante. Belmont Village Financial ("Belmont") is an outside business activity of Glenn Szlagowski and in no way is related to Assante Financial Management Ltd. ("Assante") or any related/connected entity. Assante does not offer products/services through Belmont nor is responsible for the provision of any products/services offered through Belmont. Pursuant to Assante's regulatory obligations, Assante will monitor for conflicts of interest, including follow-up with respect to client complaints.
Copyright © 2009 - Assante Capital Management Ltd. and/or Assante Financial Management Ltd. and/or their related entities, affiliates and subsidiaries (individually or collectively "Assante")