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We are accepting new clients. Need a second opinion? Consider our invitation below:
What We Offer
A Cup of Coffee and a Second Opinion
When the markets turn as volatile and confusing as they have been over the past year, even the most patient investors may come to question the wisdom of the investment plan that they’ve been following.
At Assante Financial Management, we’ve seen a lot of difficult markets come and go and we can certainly empathize with the people who find the current environment troublesome and disturbing. We’d like to help, if we can, and to that end here’s what we offer:
A cup of coffee and a second opinion
By appointment, you’re welcome to come in and sit with us for a while. We’ll ask you to outline your financial goals – what your investment portfolio is intended to do for you. Then we’ll review the portfolio with you.
If we think your investments continue to be well-suited to your long term goals – in spite of the current market turmoil – we’ll gladly tell you so, and send you on your way. If, on the other hand, we think some of your investments no longer fit your goals, we’ll explain why, in plain English. And, if you like, we’ll recommend some alternatives.
Either way, the coffee is on us.
Please contact us at 519-744-3020 or firstname.lastname@example.org to arrange an appointment with Glenn at your convenience.
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Who is the Wealth Adviser?
Glenn Szlagowski first started in the brokerage industry way back in October 1987, just a couple weeks before the “Crash” – certainly, baptism by fire for a wet-behind-the-ears rookie.
In 1992, Glenn left the stock brokerage world for a new career in the financial services industry. He is now with Assante Financial Management Ltd and provides wealth management solutions for his clients.
During the last 20 plus years in the financial industry I saw the “Crash of 1987”, the real estate crash/saving & loan crisis in the early 1990’s, Canadian bank and trust co. failures, currency crisis in 1998, the tech “crash” early this decade, 9/11, the Iraq invasion of 2003, SARS, mad-cow, the U.S financial meltdown of 2008 - 2009. In those perilous times, guiding investors through the bad times and the good times, I continue to enjoy being part of an industry that monitors and conserves wealth in all types of market environments.
I thank my clients for the privilege to serve.
[Glenn is happily providing wealth management services for his clients and their families and blogs regularly on his financial web site at www.wealthadviser.ca.]