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. 

Andrea Talman

Financial Advisor

Andrea began her career at Assante Wealth Management in 2015 and has spent her time at Assante as a licensed investment advisor. She has gained valuable experience in investments and financial planning by assisting two senior Financial Advisors. Andrea is a graduate of the University of Toronto’s Political Science program and subsequently studied Accounting and Finance at Ryerson University. Andrea became a certified Qualified Associate Financial Planner (QAFP™) in March of 2021. Andrea was licensed with the Mutual Fund Dealers Association since 2017 after completing the required regulatory courses (Canadian Securities Course, Conduct and Practices handbook, Branch Manager’s Course) and is now securities licensed. Andrea is working towards earning the Certified Financial Planner designation. After University, Andrea worked for small businesses, responsible for bookkeeping, web site development and maintenance, client services, payroll administration, sales and marketing and managing staff. Andrea has embarked on her career as a financial advisor, committed to serving clients in the design and implementation of their investment programs. She provides financial advice to clients to help them identify and achieve their financial goals. She is well versed with registered plans (RRSPs, RRIFs, TFSAs, RESPs) as well as tax-efficient investing for open (non-sheltered) investment accounts. Andrea was born and raised in Toronto and enjoys travelling, hiking, watching ballet and spending time with her friends and family.

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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.

 

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Office Address

1668 Avenue Road
Toronto, Ontario
M5M 3Y1 Canada