Welcome . . .

This is my personal website developed specifically for my clients and prospective clients.

If you would like to know more about integrated wealth management solutions, a good place to begin is with the page Advantages of Assante Private Client. Most of the benefits listed there apply equally to our Optima Strategy program and our Private Client.

For a practical illustration of how the financial assets of our clients are managed, please see the sample Your Portfolio Report.

If you would like to receive a proposal in the form of an Investment Policy Statement, then go to the Investor Profile Questionnaire and answer the fourteen questions that will define your investments needs and objectives.

Please feel free to visit the Assante website or read our quarterly Newsletter, or Contact me directly.

I am a Senior Financial Planning Advisor and my professional designation as a Certified Financial Planner is something I take very seriously. My personal motto is: “Wealth Management with Integrity”.

Rudy Rempel.