What We Do

At Hein Financial Group we offer comprehensive financial, retirement and estate planning. To compliment this planning process we offer mutual funds, portfolio management, ETF portfolios and alternative investments through Assante Financial Management Ltd. As well as, segregated funds; disability; critical illness insurance and employee group and pension benefits through Assante Estate and Insurance Services Inc.

We also offer a full range of referral services with our numerous strategic partnerships to provide you with the best advice and service that you can find. In addition, it is important to note that confidentiality and integrity are the corner stones of our practice. 

Assante’s corporate brochure and marketing information can be found at: http://www.assante.com/experience-assante-advantage

Strategies for Wealth Accumulation

Every individual has the potential for accumulating wealth. Certain opportunities are often overlooked due to an improper assessment of resources, or establishing an incorrect risk profile. 

You can profit from our knowledge in this area and be well on your way to financial independence.

Retirement Planning and Management

The challenge of overseeing retirement funds is to strike a balance between maintaining your lifestyle in the face of inflation, and ensuring that your money lasts as long as you do, takes expert advise and assistance.

Our clients are secure in the knowledge that the retirement plans that we help in designing for them, meet their goals and objectives.

Security Planning and Estate Design

Far too many families and businesses are torn apart because of an untimely death or disability. Otherwise sound financial plans being left in ruins because the element of estate planning had been neglected or overlooked. 

You, your family, and/or your business can benefit from creative estate planning techniques.