Senior Investment Advisor, Assante Capital Management Ltd.

Claudia Weisser
Claudia WeisserSenior investment advisor
Feel free to contact with me below via my Facebook page, Facebook messenger, our LinkedIn page, this blog or via my official website!

Get to know Claudia Weisser, B.Comm., FMA, CIM.

As a senior investment advisor for Assante Capital Management Ltd., I spend a great deal of time working on and creating strategies to help my clients, that live mostly in the greater Montreal area, manage their cash flow and create wealth at all stages of their lives.

On my blog, I hope to share and encourage you to share in your comments various financial advice articles that are ultimately related to wealth management. I’ll provide insight into different aspects of wealth management, from as RRSP’s, to tax and estate planning, investment strategies, and more.

The hope is that both investors and entrepreneurs will be able to see that my goal is to keep you abreast of all the in’s and out’s of an strategies that help you keep and grow your wealth.

Along the way, I’ll nonetheless share a little about myself personally and most likely quite a bit on my favourite pastime…horseback riding!

  • Tax and estate planning go hand in hand. Learn more!

  • Retirement advice & income strategies for you, your family and future!

  • Do you own a business? Want to make sure the succession of it goes smoothly?

  • Charitable giving helps everyone…see how you can fully take advantage

  • Need sound advice on how to best manage your cash? Smart.

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