Our mission through a group of successful like-minded financial professionals is to build a presence that doesn’t currently exist in Durham Region, it is to become the go to group for anything financial.
While what has made us all successful to this point has been our ability to help mass affluent families; Our focus will be on giving back to the families of Durham Region who need a hand up.
Members of the Durham Family Advisory Board participated in Bowl for Kids’ Sake and helped Big Brothers, Big Sisters exceed their goal!
Join us as we participate in Golf for Kids sake to benefit Big Brothers and Sisters. More details will be announced as soon as possible.
To leverage the resources of every member of the board to support local charities through direct involvement. I.e. Raising funds via charity golf tournament for Big Brothers and Sisters.
To shine a light on all the various grass roots charities that may not be able to get the attention it deserves. Help people in the community know about all the different opportunities to give back and help the families within the Durham Region. Focusing on charities where the proceeds will get to the families. Such as Sharon’s Kids.
There is more than one way to help charities that goes beyond just writing a cheque. Through our website and our social media accounts we are going to let people know how they can help and benefits of it. i.e Volunteer opportunities, tax benefits of donating securities, creating legacy through Donor Advised Funds or the different ways of donating through your estate.
My main concern is to preserve and grow capital to provide a legacy for my young adult children, while maintaining a reasonable retirement. Paul analyzed my finances, provided recommendations and assured me that I would be alright. A consummate worrier Paul puts my concerns to rest and is my go-to person when I need assistance and reassurance. These past few years have been fraught with constant change and transition for me and my family. Paul remains steadfast in his support, guidance and consultation. With our present, uneasy state of our economy, ongoing issues within our country and worldwide, Paul remains positive, puts things in perspective, eases my concern and looks after my family’s interests. He is my rock.
I cannot thank you enough for taking the time to provide your sage advice, input and complete assistance in ensuring my Will covers my concerns and handling of my investments. You continue to be my rock in managing my accounts as you have been during this process. I apologize for taking up your valuable time to assist me with this but, please know that I am truly grateful and blessed for all you, Brett and Tamar do in the management of my accounts. I am fortunate each of you have always been there for me and my family in the worst and best of times and I look forward to our continued relationship in future. Once again, my sincerest thank you.
Rodney, Paul, and the team at Assante are a pleasure to work with. They are client centric, knowledgeable, and thorough. Their presentation style, analysis and interpretation of data is very clear, concise, and easy to understand. They are fast, efficient, and very solution oriented, effectively pivoting to changes in client requests or situations. Their personal touch and professionalism are outstanding.
As a new client I am pleased with the teams financial expertise, innovative strategies and professional money management. They offer individual meetings, webcasts and updates along with lower management costs to help investors achieve their desirable outcomes. I am pleased also with Whitby’s team charitable donation this year to help underprivileged children where 100% of the donation goes to families in need as there are no administrative fees. The individual attention they provide to my investments is very appreciated. A special thank you to Rodney Estabrooks, who introduced me to his Whitby team,
Durham advisory board is made up of community minded individuals
Register for Golf for Kids SakePRESENTED BY THE DURHAM FAMILY ADVISORY BOARD IN SUPPORT OF…
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Durham Family Advisory Board works with Big Brothers Big Sisters of South-West Durham, our community’s leading youth mentoring organization.
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Members of the Durham Family Advisory Board participated in Bowl for Kids’ Sake and helped Big Brothers, Bog Sisters exceed their goal!
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The Durham Family Advisory Board kickoff dinner at the kb food restaurant in downtown Whitby was a smashing success and came with a surprising benefit.
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