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. 

Casey Doner, CFP

Financial Planner
Insurance Financial Advisor

Born and raised in the Ottawa Valley, Casey Doner, a Certified Financial Planner (CFP) professional joined our team in 2016, bringing a dynamic approach to financial planning. With an advanced diploma in finance from Algonquin College, he specializes in retirement and estate planning, investments, and taxation. Licensed in life insurance, Casey ensures peace of mind for clients and their families. His commitment to holistic financial planning and well-being spans all ages. Casey is dedicated to helping clients achieve their financial goals with personalized and professional guidance. Beyond finance, Casey is an avid golfer and a passionate hockey and football fan. Casey looks forward to working with you in the future; please contact him for any of your financial needs.

Recent Posts

The Upside of Canada’s Economic Woes

Apr 30, 2024

In moments of pessimism, great returns can be made in the stock market. Uncover how Canadian investors’ negative outlook may drive stock performance as the economy stabilizes....

Read more

Tip of the AI Iceberg

Mar 26, 2024

You ain’t seen nothing yet! AI as we know it is still in its infancy. Get ready for unparalleled growth as AI shapes the future of work, health, leisure, and so much more....

Read more

When a wealth plan is fluid

Mar 21, 2024

Your wealth plan is a roadmap to achieving your life goals—but it’s subject to change for multiple reasons. Find out why this important plan should never be set in stone....

Read more

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.



Leave a Note

Please fill out the form below

Office Address

1205 Pembroke Street East
Pembroke, Ontario
K8A 7R6 Canada