• Achieve Economic Wealth

    For each of us, there's a point in the future when the reason for work is no longer financial because the definition of our real wealth is such that the future is financially secure and certain. With our sustainability and our means aligned, work becomes optional, and we can pursue fun, social and life affirming activities purely for the love of the game.

    Doing what you want, when you want, with the people you enjoy most.

    This is our mission for every family we work with. We Simplify their lives from financial, investment, tax, risk and estate management perspectives, Clarify what is possible and not possible, and Focus on routines and action plans to keep the dream a sustainable reality.

  • The Economic Wealth Process TM

    The Economic Wealth ProcessTM is an interactive Client-Advisor relationship that includes:

    1. an annual update to each family's wealth plan
    2. a rolling action plan tied to strategic life and wealth goals
    3. ongoing personal coaching, education and proactive idea generation
    4. delivered by face to face, telephone and even web-based meetings

    We combine leading edge financial , tax, estate planning, risk, cash flow and life management counsel into one comprehensive annual process that ensures you continuously innovate, achieve and sustain your own definition of Economic Wealth.

    For those of you we already work with, as you know we pride ourselves on maintaining a site that will give you instant access to news and ideas, as well as the information you want when you want it, any time of day or night. Don't see something you'd like to? Let us know.

    If you are new to our site, explore and see what we're about. When you're ready, give us a call.

  • 5 Great AdventuresTM

    What's next for you and your family? You've spent a lifetime building, growing and defining you, your family and your money, and on the horizon is a transition: of your business, of your cash flows, of your lifestyle.

    5 Great Adventures is a fun and simple self-directed coaching program to help you navigate these next years where critical junctures can produce increased wealth, peace of mind and a spectacular family legacy.

    Click here to see if this is right for you.

  • Our Giving Portfolio

    Part of our family wealth development strategy addresses a growing need to articulate and plan for giving as a means of taking stock of our  values and our legacies.

    We believe this helps ensure a balance of philanthropic giving towards efforts being made across sectors that are already known to us with the idea to outreach to new areas of development as time goes by and new needs present themselves.

    Learn more

  • 2011/2012 Stovel Rivers Advisors Giving Portfolio

    Representing the value of HOPE this year we added HABITAT FOR HUMANITY. 

    Habitat is a independent, non-profit, housing program dedicated to the elimination of poverty housing by building homes in partnership with families in need.  Families contribute hundreds of hours of sweat equity to the construction of their home and replay a long-term no-interest mortgage.  Habitat for Humanity is not a giveaway program.  It is a "hand up, not a hand out".  Learn more:  www.habitathalton.ca

  • FRIENDLY REMINDER:  2012 CLIENT AUDIT DEADLINE IS MAY 15th 2012

    Just a reminder that the 2012 Client Audit deadline is soon approaching. If you have yet to complete the survey, we kindly ask that you do it before the May 15th deadline. The survey should take no more than 10 minutes to complete and your response will be invaluable.

    Remember that all survey participants, named and anoymous, are entered into a draw for an exclusive dinner out in your neck of the woods!  For more information please contact our office at 1.877.335.1960.

    Advisor Impact is an independent consultant in our industry who will review and analyze the results in complete confidence

Our Clients

Our clients typically possess the following qualities:

  • They are passionate about their goals: Our clients have spent a lifetime achieving goals. We help them to further prepare and define goals for the next stages of their lives.
  • They seek simplicity: Our clients savor the efficiencies realized by having all of their assets managed by a single advisory team.
  • They are delegators: Our clients want the advice of an expert to help them achieve what matters most.
  • They are focused: Our clients are involved with their families and communities and rest assured that their financial matters are taken care of.
  • They are informed: Our clients demand the truth about their financial status: where they came from, where they stand, and where they are headed.

To learn more on Becoming a Client click here.

Assante Financial Management Ltd.
Assante advisory services are offered through Assante Financial Management Ltd. 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. United Financial is a division of an affiliated sister company that provides and develops investment solutions and wealth planning strategies. Legal Disclaimer.

Gillian Stovel Rivers
Senior Financial Planning Advisor

Gordon F. Stovel
Senior Financial Planning Advisor

(877) 335-1960

Teams of Excellence

Our core team works with a network of specialists (Teams of Excellence) who are brought in to help us navigate special situations with precise expertise on an as needed basis.
Our unique process enhances the lives of the families we deal with. We have created the Family Office experience for those clients with needs beyond traditional holistic planning.

Click here to learn more about our Family Office Model