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. 

Bill Sutherland, BSc, FCSI®, CIM®, CFTe

SENIOR FINANCIAL ADVISOR

Planning for your financial future is nothing more than just looking at numbers.  With over 25 years of experience, I participate in the upside of the markets and dampen volatility on the down side.

As an Assante advisor, I can help you gain peace of mind and achieve your plans for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you chose.

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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Bill Sutherland BSc, FCSI®, CIM®, CFTe

SENIOR 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

237 King Street
Midland, Ontario
L4R 3M1 Canada