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. 

Charlynn Little

Financial Advisor

Charlynn graduated from Keewatin Community College with Honors in Computerized Business in 2000.  Since then, she has worked for a major Chartered Bank specializing in structuring investments and lending products to meet her client’s goals.  Charlynn is currently working towards obtaining her Personal Financial Planner program, which will provide her with the knowledge, skills and attributes to evaluate and manage various wealth forms that are integral to financial planning.  Charlynn has lived in Thompson since 1987, she is married to Buddy Little and they have a 5 year old daughter, Rylee.

Recent Posts

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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Borrowing to invest

Sep 09, 2021

Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....

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Lesser-known ways to profit and save

Sep 09, 2021

Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

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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

40 Moak Cres Suite #2
Thompson, Manitoba
R8N 2B7 Canada