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 Tremblay, FMA, CFP

Financial Advisor

I have been in the financial services industry for 28 years now and over that time, I have been involved with many, many different individual circumstances.

What I have learned is that for every individual financial situation, there is a road map that can be provided to help achieve financial success. All that is required is patience.

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Andrea Tremblay FMA, CFP

Financial Advisor

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

3200 Deziel Drive Suite 102
Windsor, Ontario
N8W 5K8 Canada