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 to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will 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. 

Adriana Keffer, CFP

Financial Advisor

Adriana Keffer has been serving the Niagara Region and beyond as a Financial Advisor for over 20 years. In that time, she has experienced the many changes in financial market and industry behaviour, helping guide her clients every step of the way.

As a Certified Financial Planner, Adriana is able to provide her clients with a complete perspective on their financial situation, and how to move forward to achieve their goals. Every client's situation is unique, and Adriana brings the experience and "know-how" to make sure that they are receiving the quality of advice that they need, and a high level of service they can rely on.

Recent Posts

DeepSeek and Trump 2.0: The Future of U.S. Industry

Mar 26, 2025

Have Trump’s presidency and DeepSeek's launch altered the U.S. equity outlook? Join Munro Partners for an in-depth look at Trump 2.0 and the future of AI....

Read more

Charitable giving through a donor-advised fund

Mar 21, 2025

With a donor-advised fund (DAF), you can give tax-effectively to charities now and through your will....

Read more

Can you trust “finfluencers”?

Mar 20, 2025

Millions of followers look to financial influencers on social media for information and advice. Find out about the pros and cons of getting financial guidance in an unregulated space....

Read more

Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

109 Russell Avenue
St. Catharines, Ontario
L2R 1V8 Canada