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

Short-Term Pain, Long-Term Gain

Nov 28, 2022

Recent Consumer Price Index data suggests a more optimistic 2023, but only after weathering a tough winter....

Read more

Fighting Inflation with Crucial Rate Conditions

Nov 01, 2022

Curious to know why aggressive rate hikes haven’t lowered inflation? Discover the impact of marginal cooling and how three crucial rate conditions will help to fight inflation in the upcoming months....

Read more

Mark-to-Market Isn’t Giving You the Complete Picture

Sep 30, 2022

What does “mark-to-market” really measure? Discover how stocks, bonds, and residential real estate values are skewed through the lens of a flawed valuation method....

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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

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