With access to a wealth of tools and resources, Halsey Financial Group in Victoria is supported by the exceptional investment management team and wealth planning group available through Assante Capital Management.
Our core values of integrity, passion and professionalism drive our business. You can feel secure knowing that your financial needs are being looked after by an Assante® Wealth Management advisor.
Financial planning is a process of logical decision making that is done over a series of stages. We sit together and map out your future financial needs by determining your current financial situation, while considering your financial goals.
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Assante advisory services are offered through Assante Capital Management Ltd. and Assante Financial Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.