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. 

Avi Gopichand, CLU®

Financial Advisor

Avi has quickly established himself as a reliable Financial Advisor by assisting clients with detailed planning and budgeting their life goals. He has created an in-depth cash flow method which helped his clients minimize their debt by providing a thorough financial, insurance, and estate plan. As a Financial Advisor with Assante Capital Management Ltd., Avi is able to offer his clients a wide range of integrated investment products such as individual stocks, exchange trade funds (ETFs), government and corporate bonds, as well as mutual funds and GICs. 

He has had other experience in the financial services industry, including CI Financial Corp. as a Financial Advisor under Assante and Freedom 55/Canada Life as a Financial Security Advisor.   

As a Financial Advisor with Assante Capital Management Ltd., and an Insurance Advisor with Assante Estate and Insurance Services Inc., Avi has fulfilled his goal of helping others. He takes pride in his customer service skills and has knowledge in the financial industry where he offers a holistic and comprehensive advice to his clients. 

He is pursuing his CERTIFIED FINANCIAL PLANNER (CFP®) designation. He has a Bachelor of Commerce degree (Honours) with a major in Finance. He has also achieved his Life License Qualification Program certification and CERTIFIED LIFE UNDERWRITER (CLU®) designation which is considered to be an elite status for professional financial advisors. Avi can assist individuals, business owners and professionals in risk management, wealth creation and estate planning.

Avi grew up in Markham, Ontario. He loves to spend time with family and friends, supporting the Toronto sports teams along with playing competitive soccer and going to his family cottage, which is in Prince Edward County.

Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Insurance products are services are provided through Assante Estate and Insurance Services Inc.

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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

24 Larmont St.
Aurora, Ontario
L4G 1V7 Canada