Welcome

We invite you to take the next step and explore our wealth management process. For over a decade, our clients have benefited significantly from following the Wealth Health Formula. Through our process and strategies, our clients have been able to achieve their financial goals. This has enabled our clients to look forward to the future with anticipation, knowing that they are well advised.

Briefcase

Our Clients

Some of our valued clients include:

    • Business owners
    • Accountants
    • Lawyers
    • Medical professionals
    • Corporate executives
    • Retirees
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Businessman at Desk

Our Expertise

Our ideal clients are looking to experience a professional wealth planning process. Typically, they:

  • Are seeking a customized wealth plan that integrates asset management, tax, retirement and legacy planning.
  • Are accumulating, or have accumulated assets for their financial independence.
  • View us as a valued partner in achieving their goals.
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Complete Financial Advice

Meet

Our Team

Aaron Migie
Aaron Migie
Wealth Advisor, CFP, FMA
Jenina Sancho
Jenina Sancho
Administrative Assistant
Natalie Chudzy
Natalie Chudzy
Insurance Processing Administrator
Brett Thompson
Brett Thompson
Wealth Advisor, CPA, CFP

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    Complimentary SECOND OPINION

    If you already have a financial advisor and are not sure whether they are doing the best job for you, schedule a free second opinion review with us. We are happy to explore where improvements can be made, and to determine whether we can add substantial value to you.

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    Contact Us

    1536 Gamble Place, Winnipeg, MB R3T 1N6
    (204) 977-8045 or 1 (800) 296-8060
    amigie@assante.com
    Fax: (204) 452-6273