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ORILLIA OFFICE

**NATHAN JENNER**
Financial Advisor
Assante Financial Management Ltd.
T. 705.327.5231
F: 705-327-1935
njenner@assante.com

**SUSAN McCAUGHEY**
**ADMINISTRATIVE ASSOCIATE**
T: 705-327-1965
F: 705-327-1935
smccaughey@assante.com

**PATRICK SENIOR**
Financial Advisor
Assante Financial Management Ltd.
T. 705.327.5231
F: 705-327-1935
psenior@assante.com

Adopting a time-horizon mindset

Say it’s a period when the market is down and you’re saving for a long-term goal, such as retirement. You may feel anxious if you think only about your portfolio value, but it’s important to keep in

Holding little hands today. Building big futures for tomorrow.

Whether it’s helping with education savings, leaving a meaningful legacy, or ensuring your own retirement stays on track—many grandparents are turning to financial advisors t

Retire Rich: Build your financial muscle
Globe & Mail: By Meera Raman

Canada is staring down a major demographic shift: nearly 700,000 skilled tradespeople are expected to retire by 2030. In another retirement-related issue for the country, man

Build a plan so solid that you can dance through life's moments with ease.

From retirement strategies to legacy planning, we help you stay in rhythm no matter what the
market throws your way.

Let's create a wealth plan that moves with you.

Reach o

Offices located in Mississauga, Orillia, Huntsville and Haliburton

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Mutual fund products, investment services and recommendations are offered through Assante Financial 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 Financial Management Ltd. is a Member of the Canadian Investment Regulatory Organization. Regulated by CIRO.

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