Wealth Planning for Successful Families, Professionals and Business Owners

Our experienced Wealth Advisors at Sutton Wealth Planning have teamed up with Assante Capital Management Ltd. to provide you with the tools and expertise you need to help you achieve your goals and dreams. Experience peace of mind while enjoying life on your terms. We help you get what you most want out of life.

A Complete Approach to Wealth Management

Through a personalized, comprehensive approach to wealth management, we’ll provide access to a broad range of services and solutions supported by an in-house team of wealth planning experts.

  • Tax and estate planning
  • Retirement income planning
  • Business succession planning
  • Investment planning advice
  • Charitable giving
  • Insurance planning

Your financial portfolio is a very personal thing and it needs to be a reflection of you. In order to attain that status your advisor needs to have regular discussions around your risk comfort and ensure that you have an understanding of current trends that will allow for the right investment strategy. But it’s not all about the money, it’s also about creating a feeling of confidence that the team emulates your social and ethical values. All of this has been evident to us from day one with founder Bob Sutton and we have believed and trusted in this SFG standard for near 30 years.

Bruce & Linda R.

Experience the peace of mind that comes from certainty. Know that you are doing everything that you can do. That you’re not missing any financial opportunities and you’re profiting from all the options to fully preserve, protect and pass on your wealth. Please contact us to book a complimentary 57-minute conversation called the Lifestyle Opportunity Assessment

By providing your email address, you provide Sutton Wealth Planning with your express consent to receive Commercial Electronic Messages related to finances and/or investments that may be of interest to you. If you no longer want to receive emails of this nature, you can withdraw your consent at any time by contacting lfuchs@assante.ca