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

Private Markets: Credit Over Equity

May 28, 2024

Alternative lenders are gaining traction as investors seek high yields, tight credit spreads, and low interest rate risk—goals that big banks and private equity can't deliver....

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Consider the timing of leaving an inheritance

May 18, 2024

You may automatically decide to leave an inheritance for your loved ones in your will. However, you might have reason to consider gifting the funds earlier—or even later....

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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....

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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