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. 

Bernie Renaud, CFP, CPA, CGA

Senior Financial Planning Advisor

Bernie Renaud, Elder Planning Counsellor, Certified Financial Planner, Certified General Accountant (1978) and has 31 years of personal financial planning and management.

Author of newsletters, articles for CGA Canada magazine, several years of public financial presentations and teaching as well as periodic T.V. and radio appearances.

Specialist in comprehensive tax and  retirement planning and professionally managed programs designed to accumulate wealth and minimize taxes with reduced risk.

Recent Posts

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

How do you react to market highs?

Mar 20, 2025

It’s said the two emotions that influence investor behaviour the most are greed and fear. See why both can tempt investors when the stock market is booming....

Read more

Bernie Renaud CFP, CPA, CGA

Senior Financial Planning 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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

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