We are a leading wealth planning organization in Central Canada with over 70 years of combined experience. Together we help prepare and guide individuals and business owners through critical transitions in their lives.
We have assembled a team of specialists that provide our clients with an integrated and comprehensive wealth planning process called “The Continuous Bridge”. It is our belief that there is no room for “Generalists” in the marketplace anymore due the continued complexity of creating and maintaining one’s wealth. At Assante, we work closely with our clients’ other advisors to provide a bridge between their personal and business goals.
Senior Financial Planning Advisor, Vice President
As a Senior Financial Planning Advisor with Assante Capital Management Ltd., I have been providing clients with precise investment direction and recommendations for over 21 years. My team ensures that our clients’ portfolios match their financial, tax and estate planning objectives through proven asset-allocation and diversification strategies. I work closely with our team’s financial planners to ensure that all investment portfolios integrate effectively with newly implemented or recently updated financial plans.
I specialize in the unique needs of family-owned businesses. I target compensation strategies, succession planning, purification techniques/utilizing Capital Gains Exemptions and undertake detailed analyses of shareholder agreements and corporate structures.
I believe that education is a life-long endeavor. I hold a Canadian Investment Manager (CIM) designation from the Canadian Securities Institute and am a Certified Financial Planner professional.
Being the father of three busy kids, my leisure time is spent volunteering with their many sporting activities.
Senior Financial Planning Advisor
I specialize in working with entrepreneurs and professionals on their risk planning, business succession and estate planning with a strong focus on stability and tax-efficiency. The collaborative “hands on” approach of our team ensures piece of mind as we develop these transitional strategies that help our clients build and access wealth within their business and investments in the most tax-efficient way possible.
I am a Certified Financial Planner professional and am actively working towards my Charter Life Underwriter designation.
I believe in community service and am actively involved with several boards for charitable purposes, in addition to coaching a number of community sports teams.
Mark Lomow provides insurance products and strategies recommendations that complement financial plans and investment advice delivered by his colleagues, Darren and Scott Cale.
CFP, RFP, CIM, CLU, FMA, CDFA
Senior Financial Planning Advisor
As a Senior Financial Planning Advisor with Assante Capital Management Ltd., I bring more than 28 years of wealth management experience to our team. I specialize in Retirement Income Planning and Financial Planning for business owners. I have a unique hands on approach that ensures that our clients have a comprehensive understanding of how their specific transitional goals are integrated into their individual financial plan. I work closely with the investment team and provide an effective bridge from one’s personal plan to their retirement plan.
My years of experience are backed by my belief in continuing education. My professional designations highlight planning areas around Financial, Investment, and Divorce.
I currently sit on the board of directors for the Reh-Fit Fitness Centre and have been involved for many years in various capacities with sports organizations and other charitable organizations.