Don Emond of Assante Financial Management is part of this year's WP Top 50 Advisors.
24 Don Emond
Assante Wealth Management
Cobourg, Ont
AUM GROWTH: $31,000,000
AUM PER CLIENT: $381,538
REVENUE PER CLIENT: $4,000
CLIENTS AT END OCT 2015: 325
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 25
Don Emond’s impressive $31 million AUM growth in 2015 earned him a place on the top half of our list – and his client first approach netted him 25 new clients last year. By investing in his business and increasing his team by one new member, he has been able to increase capacity without diminishing service.
Assante Wealth Management
Cobourg, Ont
AUM GROWTH: $31,000,000
AUM PER CLIENT: $381,538
REVENUE PER CLIENT: $4,000
CLIENTS AT END OCT 2015: 325
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 25
Don Emond’s impressive $31 million AUM growth in 2015 earned him a place on the top half of our list – and his client first approach netted him 25 new clients last year. By investing in his business and increasing his team by one new member, he has been able to increase capacity without diminishing service.
