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Assante Wealth ManagementFinancial advisor in Cobourg, ON

Assante Wealth Management is a financial advisor at 148 3rd St #105, Cobourg, ON K9A 5X2, ranked #7 of 29 financial advisors in Cobourg and rated 4.5 from 6 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Cobourg, ONUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Assante Wealth Management
Address148 3rd St #105, Cobourg, ON K9A 5X2Get directions
Phone(289) 252-2027
Google rating4.5 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Cobourg and 2 towns within 40 km: Port Hope and Peterborough.

Based in Cobourg, ONView on map

Questions about Assante Wealth Management

How is Assante Wealth Management ranked in Cobourg?

Assante Wealth Management is ranked #7 of 29 financial advisors in Cobourg by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Assante Wealth Management serve?

Serves Cobourg and 2 towns within 40 km: Port Hope and Peterborough. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Assante Wealth Management?

Assante Wealth Management has a rating of 4.5 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Assante Wealth Management?

Call Assante Wealth Management on (289) 252-2027. The business is at 148 3rd St #105, Cobourg, ON K9A 5X2. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Assante Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Assante Wealth Management (this business)—644.5 (6)——
McInroy & Associates Private Wealth Management#5655.0 (29)NoNo38.9 km
Scotiabank#6642.6 (32)NoNo0.3 km
Racine Financial Ltd.#8635.0 (6)NoNo10.1 km

See all 29 ranked financial advisors in Cobourg