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.

Recent Posts

The Next Wave in Emerging Markets

Jun 27, 2025

Last year’s headwinds are becoming this year’s tailwinds on a global scale. Look beyond the noise and discover why emerging market equities deserve a fresh look....

Read more

How vacation property upgrades save tax

Jun 26, 2025

Can spending money save you money? Well, in a way, yes. Find out how improvements you make to your vacation property can mean less tax on capital gains down the road....

Read more

Adopting a time-horizon mindset

Jun 26, 2025

It’s only human nature to follow the markets and monitor our investments. But focusing on when we need the money helps us psychologically and financially....

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

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