We see the potential in everyone.

There’s no better time than today to start planning for your future. No matter what stage of life you’re in, or what your financial situation looks like, we can set a plan in motion that will get you closer to your goals. Throughout the years, we’ve helped countless clients grow their financial portfolios one deposit at a time, positioning themselves comfortably for retirement. If you’re waiting for the perfect time to start, you’ll be waiting forever.

Start today, start small. Your goal is achievable with our guidance and support.  Regardless of your income, we’ll create a plan that makes sense for your unique situation that will make your financial future brighter.  We help families with small or large investments. No matter where on the spectrum you fall, we want to work with you.

It starts with a conversation.

Our first meeting will be used to learn your story and to get a snapshot of where you currently are financially.  We’ll take a good look at where you are so we can best protect and provide for your family while gradually building your estate.  And this is how we will make a plan to change the ending of your financial story.

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. 

Barrett Reid

Investment Funds Advisor
Investment Funds Advisor

Barrett graduated from the University of Western Ontario and joined his family’s marina business, working in their yacht sales division. After 15 years in the boat industry, Barrett was looking for a career change that would allow him to spend more time with his family and the choice seemed obvious. Barrett completed his insurance and mutual fund courses before he and Andrea were married in 2010 and officially joined the firm after their honeymoon.

Barrett’s love of conversation and thoughtful nature make this business a perfect fit for him, and for our clients. If you can’t find Barrett in his office, he is likely on the golf course or the ski hills – often with Andrea & Harper…….. which was exactly the point.

Recent Posts

Inflation Is Not the Only Challenge

May 02, 2022

The Russia-Ukraine war is leading to soaring commodity prices as both nations are major exporters. Rate hikes are also a burden for consumers and borrowers but will help cool inflation in the long run. Discover what this means for investment markets....

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Implications of Russia’s invasion of Ukraine and what this means for the investment landscape

Mar 23, 2022

The Russian invasion of Ukraine is a blatant violation of international law. The invasion has already had consequences for global security. Learn about the implications and what they mean for the investment landscape....

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Concerned about inflation?

Mar 15, 2022

Inflation may leave us helpless when it comes to higher prices. However, there are two ways to get help when it comes to your investments....

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Barrett Reid

Investment Funds Advisor
Investment Funds 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

111 Toronto Street Section 1
Barrie, Ontario
L4N 1V1 Canada