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. 

Claudio Di Sante, CFA, CFP

SENIOR FINANCIAL PLANNER

Claudio DiSante CFP CFA, a senior financial advisor with over 30 year’s experience, specializes in comprehensive investment and financial plans for individuals and families with over $250,000 of investable assets.

 

The primary focus of his financial planning practice is to provide his clients peace of mind in knowing they have an effective game plan in place to achieve their short and long term goals.

 

Reducing confusion and simplifying one’s affairs helps Claudio’s valuable clients properly understand where they are, where they want to go and how to best get there.  This process also takes the stress out of his client’s lives, regardless of the complexity of their financial reality. 

 

With multiple years experience during both good and bad investment markets, Mr. DiSante provides calm, disciplined and steady advice.  

 

Mr. DiSante, a graduate of The University of Western Ontario also holds the important professional designations of Certified Financial Planner and Chartered Financial Analyst.

Recent Posts

It Is a Tougher Game When Central Banks Turn Hawkish

Jun 29, 2022

Volatility continues to plague the S&P 500 following the Fed’s latest attempt to curb inflation. With more aggressive repricing necessary and market bottom still to come, it’s important to look beyond the hiking cycle and focus on the long term....

Read more

Can your risk tolerance change?

Jun 15, 2022

Tolerance to investment risk doesn’t tend to change much until retirement. Learn about three factors that can break this general rule....

Read more

Buy low, sell high—the challenges and opportunities

Jun 15, 2022

It’s said that successfully buying low and selling high only favours the fortunate—but did you know you’re likely benefiting from this investment ideal right now?...

Read more

Claudio Di Sante CFA, CFP

SENIOR FINANCIAL PLANNER

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

10 Second Street N
Stoney Creek, Ontario
L8G 1Y6 Canada