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. 

Cynthia Perreault, Fin. Pl.

Mutual funds representative
Assante Financial Management Ltd

Cynthia se démarque dans les stratégies de planification financière depuis plusieurs années. Ayant travaillé une dizaine d'année dans des équipes spécialisées en développement des affaires dans le domaine de la planification financière , elle a acquis au fil des ans une solide expertise auprès d’une clientèle d’entrepreneurs, de professionnels et de retraités. Cynthia est reconnu pour son efficacité, son écoute et son dévouement pour ses clients. Elle excelle dans l'accompagnement de sa clientèle par l'établissement d'une démarche de planification financière basée sur l’intégrité, l’expertise et la performance. Elle détient le titre de planificateur financier décerné par l'institut québécois de la planification financière (IQPF) ainsi qu'une maîtrise en fiscalité obtenue auprès de l'Université de Sherbrooke.

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Our 2024 Wish List

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As 2023 draws to a close, let’s reflect on the changes and challenges of the past year and explore enticing trends and investment opportunities for the year to come....

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Making the most of a First Home Savings Account

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Do you have a child who aims to be a homeowner? We’ve got strategies to help your child—and you—use a First Home Savings Account (FHSA) to its best advantage....

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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

171 rue Mgr-Tessier Ouest
Rouyn-Noranda, Quebec
J9X2S9 Canada