Focused on Your Best Interest
We work to a higher standard and commit to:
- Ensuring your money is invested well and prudently
- Providing you with client best-interest advice
- Applying risk discipline
- Considering tax issues when setting up and managing your investments
- Minimizing fees
To sum it up, our commitment to you – every dollar matters – means that we are focused on helping you maximize the value of every dollar invested with us.
Secure Investment Partner
These days, you need to know where your money is and who is looking after it. At Oakhaven Financial Group of Assante Financial Management Ltd., we’re fully transparent about our investment custody process.
Exceeding North American Standards
We participate in the DALBAR, Inc. Financial Advisor Review Process. DALBAR, Inc. is the financial community’s leading independent expert for evaluating, auditing and rating business practices, customer performance, product quality and service.
In 2015, our clients rated John Sweeney and said that he exceeded North American results in Trust, Satisfaction, Quality of Advice and Performance.