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. 

Our Guiding Principles

Welcome. As a Financial Planner my goal is to help my clients achieve financial independence.
I provide my clients with thought out investment strategies to build and maintain wealth. I do this by developing comprehensive financial strategies tailored to their personal dreams and goals, and by offering integrated financial planning, wealth management, investments, tax and estate services, insurance, and retirement planning.

You will be treated as we would want to be treated ourselves and we will earn and maintain your trust by doing what we say we will for you.

My approach works best with clients who have greater than $800,000 in investable assets and who seek to work with an experienced, trusted, professional advisor who takes a technical approach to building wealth.

You will receive investment strategies based on a scientific method. The strategies you will receive are organized along what we believe to be the dimensions of risk and return. The value added comes primarily from portfolio structure and execution rather than an ability to forecast markets.

My staff and I are passionate about delivering outstanding service.

Bert Hettinga, CFP

Senior Financial Planner

Bert Hettinga is a Senior Financial Planner with Assante Capital Management Ltd. in Calgary. For over 20 years he has been helping clients make smart choices with their money so they can build wealth and maintain financial security.

Bert graduated in 1983 from the University of Calgary with a Bachelor of Science in Geology and worked as a geologist until 1992, when he became a personal financial advisor. Since then he has taken numerous industry courses and has attained the Certified Financial Planner (CFP) designation, the pre-eminent accreditation for financial planners. Bert is licensed for securities in Alberta, British Columbia, Saskatchewan, Manitoba and Ontario, and for life insurance and disability insurance in Alberta.

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Some positive signs of economic normalization have emerged, yet fiscal policy is stuck in pandemic-era liberality. Find out how this misalignment could impact your portfolio....

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Bert Hettinga CFP

Senior Financial Planner

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

340 - 12th Avenue SW Suite 1075
Calgary, Alberta
T2R 1L5 Canada