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. 

Brock Zinken, CPA, CMA

Financial Advisor

A Unique Wealth advisory experience

Wealth has the ability to make life even more enjoyable, but it can be challenging to manage.

Waterloo financial advisor Brock Zinken and his team work closely with you to understand your unique goals, needs and concerns. Brock is located at the Assante Capital Management Ltd., Waterloo office. With over 10 years of wealth management experience Brock listens to your input and uses your goals and priorities to develop solutions that best fit your financial situation. Based on personal and business interests, Brock coordinates strategies for tax, estate, investment and philanthropy around your personal and business interests.

You will benefit from the personalized wealth management solutions created for you, which walks you through every step of the way to reach your financial goals and aspirations.

Brock helps you get your financial affairs in order - and keep them that way - so that you can be free to enjoy your wealth.

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Brock Zinken CPA, CMA

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

490 Dutton Drive Suite B10
Waterloo, Ontario
N2L 6H7 Canada