DORVAL, QC, April 1, 2016 /CNW/ - Assante Quebec today announced a new stage in the growth of its team with the addition of two highly regarded advisors. The advisors, who have joined Assante Capital Management Ltd. from a major financial institution, joined the Assante Quebec branch effective March 10, 2016.
The advisors joining Assante Quebec are Perry Loyello, B.Sc., Pl. Fin. and Martin Taylor, Pl. Fin., CPA, CA, TEP. Each has over 20 years' experience in the financial services industry. Both Mr. Loyello and Mr. Taylor are bilingual and specialize in financial planning and tax planning for Canadian families and entrepreneurs. In addition, Mr. Taylor also specializes in providing financial expertise to faith-based associations and religious groups.
"Both advisors have extensive knowledge and experience in providing financial advice beyond just investments," said Eric Lauzon, Regional Vice-President, Business Development for Eastern Canada, Assante Wealth Management. "They believe that creating a complete financial plan is the necessary first step in considering any financial product for a client's portfolio and this belief is aligned with Assante Wealth Management's core philosophy. Mr. Loyello and Mr. Taylor are joining the largest Assante branch in Canada to add value and deepen relationships with their clients by providing them with a wide range of solutions based on financial planning, as well as more resources for clients who are entrepreneurs."
Assante Wealth Management is one of the largest Canadian professional services firms in wealth management, supporting 750 advisors who oversee approximately $34 billion in assets for 300,000 clients and their families nationwide. Assante provides its clients with a complete approach to planning that incorporates all aspects of their financial lives – risk management, estate planning, tax planning, as well as investment management. Assante is a subsidiary of CI Financial Corp. (TSX: CIX), a financial services company with $140 billion in assets as of February 29, 2016.
SOURCE Assante Wealth Management
For further information: Eric Lauzon, Regional Vice-President, Business Development, Assante Wealth Management, (514) 780-2716, firstname.lastname@example.org