The Affolter Financial Group Inc. and Assante Financial Management Ltd.

The Affolter Financial Group Inc. and Assante Financial Management Ltd. Timely news and information on various aspects of your financial world. Discover the Assante difference. (“Assante”), a registered mutual fund dealer.

The Assante Difference

A Complete Approach to Wealth Management

At Assante, we simplify your life by meeting all of your wealth management needs in one place. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice. As your main source for all of your wealth

needs, we can help you make the right decisions. Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. As your trusted advisor, we pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests. Call us to discuss:

Tax and estate planning
Retirement income planning
Business succession planning
Investment planning advice
Cash management
Charitable giving
Mortgage and debt management
Insurance planning





Disclaimer:

The Affolter Financial Group is an outside business activity that may offer non-securities-related financial planning services. Any specific investment recommendations provided by Tim Affolter, Debbie Perepolkin or Collin Ludwar must be done through Assante Financial Management Ltd. Although Assante is not responsible for any service or product supplied through The Affolter Financial Group Inc., Assante will monitor for conflicts of interest, and investigate any client complaints related to services offered by The Affolter Financial Group Inc.

Congratulations to Chris Trudeau Law Corporation for winning the Professional Services Award from Castlegar Chamber of C...
11/10/2025

Congratulations to Chris Trudeau Law Corporation for winning the Professional Services Award from Castlegar Chamber of Commerce.

We proudly support youth baseball in Trail and Castlegar
06/17/2025

We proudly support youth baseball in Trail and Castlegar

Collin & Monique have been in Toronto for the last couple days doing a deep dive into Dimensional Investments to determi...
05/14/2025

Collin & Monique have been in Toronto for the last couple days doing a deep dive into Dimensional Investments to determine their unique investment vehicles should be added to our available client investment options.

Monique & Collin were in Kelowna meeting with the managers from Canoe Financial who provide some unique investment optio...
04/14/2025

Monique & Collin were in Kelowna meeting with the managers from Canoe Financial who provide some unique investment options for our clients.

On March 7th, 2025, Pam Radar from Shift Labs Kelowna will be here to inspire, entertain, and provide solid strategies t...
02/04/2025

On March 7th, 2025, Pam Radar from Shift Labs Kelowna will be here to inspire, entertain, and provide solid strategies to bring out the best leader in you! We are so pleased and excited to be able to bring this amazing opportunity to our community! It will be held at the Confluence Chamber of Commerce Building in Castlegar. Please see link below to purchase tickets which includes a light Charcuterie style dinner.

Elevate how you show up in your life, your work, and in your community! Pam Radar is a dynamic leadership development facilitator, life and leadership coach, and...

Some very lucky ladies today! We definitely appreciate the lovely gesture 💐🌹
10/08/2024

Some very lucky ladies today! We definitely appreciate the lovely gesture 💐🌹

Castlegar Chamber Of Commerce new Confluence building had their grand opening on Friday. We had a couple of things up f...
08/26/2024

Castlegar Chamber Of Commerce new Confluence building had their grand opening on Friday. We had a couple of things up for raffle for those that checked out our expansion office. Congratulations to the winners.

Sponsoring Men's Night Today Castlegar Golf Club. Couple nice prizes and lots of free drinks hidden in easter eggs arou...
04/24/2024

Sponsoring Men's Night Today Castlegar Golf Club. Couple nice prizes and lots of free drinks hidden in easter eggs around the course

Grateful to everyone that showed up for our 2nd Castlegar Women in Business Event on March 14! Big thank you to Elaine f...
03/18/2024

Grateful to everyone that showed up for our 2nd Castlegar Women in Business Event on March 14! Big thank you to Elaine from Evolve Leadership Coaching and Consulting for presenting an amazing Leadership workshop, Kootenay West Distilling for the mixology lesson, and Grateful Table for hosting and providing the fantastic food! Looking forward to the next one!

Address

1127 4th Street
Castlegar, BC
V1N2A8

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18883654888

Website

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