Your Wealth, Our Responsibility
Expert financial guidance for those seeking growth, preservation, and a lasting legacy
Maria Paula Diaz, CFP®, CIM®
Senior Wealth Advisor
People deserve financial independence and freedom, and that’s why I do what I do. At the age of 24 I moved from Colombia to Canada and my main challenge was not the weather or learning a new language but it was financial security. I realized that many people, even highly successful business professionals and entrepreneurs need an understanding ally to help them achieve their financial goals.
I came to Canada as a Business graduate, and was very fortunate to find work at a financial advisory office. I soon saw the need for responsible financial advice and the impact it can have on people’s lives. I discovered my passion for finance and helping others achieve financial security and freedom.
Assante Capital Management Ltd. has given me a comfortable home where I can fulfill this vision and assume a leadership role.
The advice you need when you need it
We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth but also your values to the generations that follow. We also understand that managing your wealth can be complex and time-consuming. As your Assante Advisor, we will work together to help you define and prioritize each of your goals, and we will build a comprehensive wealth plan to help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way.
How do we do it?
Customized Strategy
Every client is unique. We tailor our guidance to your specific goals and financial starting point.
Proactive Follow-Up
We keep you on track, no matter how long the process takes. Your enthusiasm won’t wane with us on your side.
Collaborative Team
We leverage a trusted network of experts in tax, accounting, and legal fields to ensure comprehensive planning.
Always Accessible
Your money and your health are our priorities. We strive to be responsive and easy to work with.
Our Services
Our experienced team will walk alongside you, providing guidance and recommendations in 4 key areas:
Financial Planning
Tell us what you’re trying to achieve, and we’ll show you different ways of getting there
Investment Advice
Maria has been talking to clients about investments for more than 10 years.
Assante Insurance Partnerships (AIP)
We partner with other Financial Advisors to make sure their clients have fully explored insurance.