RANKIN FINANCIAL PLANNING LTD

Mission Statement

To work with our clients to help them make smart decisions with their money.

ASSANTE WEALTH MANAGEMENT

Founded in 1995, Assante Wealth Management is a leading provider of integrated wealth management solutions. We were designed to meet the needs and goals of individuals, families and businesses across Canada.

Our team and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth-planning group housed at our sister-company, United Financial Corporation. We are a principal distributor of United Financial’s customized, cutting-edge, solutions.

An Assante Wealth Management advisor can provide integrated solutions that encompass investments, insurance, estate and tax planning, leveraging the support of a team of experts as needed. With a proven track record, we oversee $20 billion in assets, as of July 31, 2009, for over 300,000 clients nationwide.