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. 

Brent Dimen, B.Comm. (Fin), CFP®, CIM®, CLU®, CIWM, FMA, FCSI®, TEP

VICE PRESIDENT
SENIOR WEALTH ADVISOR

Following his studies at McMaster University, B.A. and the University of Windsor, B.Comm. (specializing in finance), Brent continued his education earning professional designations in areas that serve his clients’ needs including financial planning, insurance, investment analysis and management, taxation and estate planning. They are the CFP (Certified Financial Planner); CLU (Chartered Life Underwriter); CIWM (Certified International Wealth Manager); CIM® (Chartered Investment Manager); FMA (Financial Management Advisor); FCSI (Fellow of the Canadian Securities Institute); and TEP (Trust and Estates Practitioner).

Brent has served on Assante's National Advisory Council during which time some of the activities involved the design of two United Financial Management Ltd. managed money solutions; the Institutional Managed Portfolios and the Evolution Private Managed Accounts.

He has earned a place on the Assante Chairman's Council, which consists of the top Assante advisors accross Canada.

Recent Posts

Will Higher Inflation Lead to Higher Returns?

Nov 15, 2021

What impact will higher inflation have on investment returns? Alfred Lam and Marchello Holditch break down the current economic factors to find out....

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Energy Gridlock: The Sign of Economic Slowdown?

Oct 27, 2021

Global energy issues have caught investors’ attention over the past month. Find out how we got here and whether the shortages are the sign of a broader economic slowdown....

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The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

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Brent Dimen B.Comm. (Fin), CFP®, CIM®, CLU®, CIWM, FMA, FCSI®, TEP

VICE PRESIDENT
SENIOR WEALTH 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

124 Wilson Street West
Ancaster, Ontario
L9G 1N3 Canada