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. 

Craig Hopkins, MBA, CIM

Wealth Advisor

Having worked in the financial services industry for over 20 years, Craig provides high quality advice and wealth management solutions for individuals, families and businesses.

Craig’s industry experience is backed by a commitment to continuous education.  Building on a BA from Bishop’s University, he completed an MBA from IVEY Business School at Western University and has a Chartered Investment Manager (CIM) designation. 

Recognising that each client has unique wealth management objectives and needs, Craig tailors the solutions that he provides.  In order to manage the evolving needs of his clients, he works alongside accountants and lawyers to provide an integrated wealth management experience.  Craig’s goal is to be the Chief Financial Officer for his clients.  

While not in the office, Craig and his wife Michelle enjoy travel, live music and trying new restaurants.  A former football and rugby player Craig now dabbles with safer sports like golfing and fly fishing (he has never caught anything but enjoys the reflective nature of standing in a stream). 

Recent Posts

Diversification working on a comeback

Oct 28, 2024

The 60/40 portfolio took a hit over the past few years, but diversification isn’t down for the count. As monetary policy continues to shift, look out for a comeback!...

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Have you reviewed your choice of executor?

Sep 26, 2024

What if the person you chose to administer your estate is no longer interested in taking on the duties? That’s only one of many reasons to periodically review your choice....

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Why tax deferral works

Sep 26, 2024

Everyone loves a tax break. You may not think that just paying tax later counts as one, but deferring tax enables you to get ahead financially now and in the future....

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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

3380 South Service Rd Suite 209
Burlington, Ontario
L7N 3J5 Canada