Humphries Wealth Group - Assante Capital Magagement Ltd

www.humphrieswealthgroup.com

At Humphries Wealth Group we specialize in Retirement Income Planning. We work with individuals in all stages of this transition – Pre-retired, newly-retired and fully retired. All stages present different planning opportunities and having helped hundreds of clients navigate their retirement with peace of mind, we’ve been able to truly identify strategies that allow clients to fully enjoy their retirement. Our vision and commitment is to provide our client families with comprehensive financial planning that appropriately coordinates each area of their plan; tax planning, estate planning, risk management, investment planning, retirement planning, and if required, business succession planning. This process helps our clients achieve their financial goals, personal dreams and hopes for the future. Client goals often intersect such areas as; educating children, retirement, creating legacy, travel, adventure, personal growth, and giving back to their community. Our ongoing financial coaching, through the inevitable life and financial change that will come their way, leads to financial resilience and peace of mind! If you are looking for clarity, confidence and a PLAN for the future, be sure to reach out to us to begin a conversation. Shaun Humphries, CFP Senior Financial Planning Advisor Humphries Wealth Group of Assante Capital Management Ltd. 1345 Taylor Avenue, Winnipeg, MB R3M 3Y9 Email- shumphries@assante.com YouTube: https://www.youtube.com/user/Retirement121/videos Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.Insurance products and services are provided through Assante Estate and Insurance Services Inc. https://www.assante.com/legal

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At Humphries Wealth Group we specialize in Retirement Income Planning. We work with individuals in all stages of this transition – Pre-retired, newly-retired and fully retired. All stages present different planning opportunities and having helped hundreds of clients navigate their retirement with peace of mind, we’ve been able to truly identify strategies that allow clients to fully enjoy their retirement. Our vision and commitment is to provide our client families with comprehensive financial planning that appropriately coordinates each area of their plan; tax planning, estate planning, risk management, investment planning, retirement planning, and if required, business succession planning. This process helps our clients achieve their financial goals, personal dreams and hopes for the future. Client goals often intersect such areas as; educating children, retirement, creating legacy, travel, adventure, personal growth, and giving back to their community. Our ongoing financial coaching, through the inevitable life and financial change that will come their way, leads to financial resilience and peace of mind! If you are looking for clarity, confidence and a PLAN for the future, be sure to reach out to us to begin a conversation. Shaun Humphries, CFP Senior Financial Planning Advisor Humphries Wealth Group of Assante Capital Management Ltd. 1345 Taylor Avenue, Winnipeg, MB R3M 3Y9 Email- shumphries@assante.com YouTube: https://www.youtube.com/user/Retirement121/videos Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.Insurance products and services are provided through Assante Estate and Insurance Services Inc. https://www.assante.com/legal

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City (Headquarters)

Winnipeg

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Employees

1-10

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Founded

2000

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