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Feel Good About Your Financial Future

Making your financial goals a reality. That’s why we’re here.

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Financial Planning

Planning for your life 10, 15, or even 20 years into the future can be challenging. Our advisors are here to help you plan for the significant issues.

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Transition Planning

Life's most significant transition events come whether we expect them or not. We are here to help you navigate your finances through all of them.

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Wealth Management

We have the skills and the tools to build and implement your plan. Once your financial plan is in place with issues identified, you will be guided in making the most suitable investments within your portfolio.

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A solid financial plan

Markets are volatile, and it’s clear the banks have their agendas. As you work toward your goal of comfort and stability in retirement, you shouldn’t have to worry about complex market forces and onerous taxes eating away at your hard-earned money.

Imagine living comfortably knowing your children and grandchildren are financially secure. Maybe you wish to set up your dream foundation to leave something positive behind for the next generation. Building a financial plan with an unbiased PermaWealth advisor will show the way.

Your financial planner takes the time to really listen

We know the discomfort of feeling in-over-your-head. That’s why we don’t just create your financial plan, we walk you through it, so you feel confident about the implementation of the strategy. We’re there for you when you have questions, and we never use complicated jargon or technical terms to impress or confuse you.

Whether you need independent wealth management, insurance, tax, or estate planning, your PermaWealth advisor has you covered. Our team has the technical expertise to help you create your unique financial plan. That’s why we’re here.

“The foolish try to predict the unpredictable—the wise focus on controlling the controllable.!”

Client Testimonials

“I had good fortune when I decided to call Mr. Don Proteau at PermaWealth a few months before retiring. Don addressed my concerns without hesitation, reviewed my financial situation, and provided understandable portfolio advice and pension planning options. This flexible and evolving plan has far exceeded my expectations. I have also been most fortunate to receive advice and council from Ms. Josie Madunic, who advised on incorporating my family into the portfolio. It gives me peace of mind and a continuing positive outlook, to know I have a competent, caring, and effective team that has my well-being as their priority. I did make a great decision!”

Dr. Les Lavkulich

Client Testimonials

“Brant and his team have helped us to retire with confidence that we will be in excellent financial shape for the rest of our lives. Their practical, detailed approach to planning combined with strong results in the implementation of our plan has made a big difference in our lives. Whether you are getting ready to retire or are already retired, we strongly recommend speaking with Brant and the PermaWealth team.”

Pam Rosengren & Tom Liepins

Our plan for you

Discovery
Meeting

Risk
Assessment

Retirement
Planning

Navigating complex market forces can lead to dangerous emotions.

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Your PermaWealth advisor will help you overcome the challenges of managing your wealth. Our team specializes in measuring and managing key risk metrics, which include:

How you feel emotionally

How much you can afford

Then, we make your financial goals a reality.

Investment products, services and recommendations are offered through and Assante Capital Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

Planning for your life 10, 15, or even 20 years into the future can be challenging.

Permawealth advisors are here to help you plan for the significant issues.

Asset Management

We quantify your existing assets and identify your financial goals. Then we build a plan to help you achieve your goals by implementing a robust portfolio strategy.

Risk Management

We measure your tolerance and capacity for risk, then build a personalized plan based on logic, not emotion.

Tax
Planning

We create your financial plan with maximum tax efficiency to help you increase contributions for your retirement.

Will & Estate Planning

It's never too early to plan. The PermaWealth team can help you build a secure estate plan to take care of your family's future, no matter what.

Multi-generational Planning

We help you manage and pass on your wealth to future generations. Families are complex, and creating the correct and unique strategies in advance can avoid stress and discord.

Charitable Giving

Want to donate to charity or set up a foundation for a cause you care deeply about? Your PermaWealth advisor can help.

Life's most significant transition events come whether we expect them or not.

The PermaWealth Group is here to help you navigate your finances through all of them.

Retirement Planning

You spent many years working hard to earn your money. Your PermaWealth advisor can help you build a reliable financial plan so you can live the life you want and deserve in retirement.

Divorce Planning

Divorces bring significant changes that impact your short and long-term financial goals. To ensure your well-being and your families, we can help you re-examine your new financial future and guide you in making financial decisions during a difficult time.

Education Planning

Are you planning to fund your children's or grandchildren's higher education? We help you assess your family's educational goals and create an education funding plan.

Pension Planning

The PermaWealth team can help you select your optimal pension options. Effectively managing all cash flows is a critical component of your retirement plan.

We have the skills and the tools to build and implement your plan. That's why we're here.

Once your financial plan is in place with issues identified, your PermaWealth advisor guide you in making the most suitable investments within your portfolio.

Investment Selection & Strategies

We assess your tolerance and capacity for risk to ensure you make informed decisions about your investments. Our priority is to help you feel confident in your investment strategy, no matter what the headlines say.

Investment Policy

We help you clearly define your investment objectives, time horizon and risk tolerance. Then we create a strategic plan for your investments.

Asset Allocation

The right balance between risk and reward is different for everyone. Determining the right balance for you and identifying how to allocate your assets optimally is the primary driver of investment success.

Tax-efficient investing

Some investments can help you minimize the amount of taxes you owe. Your PermaWealth advisor helps you legally avoid taxes through tax-smart investment strategies