Daren Stefura, CFP®, BCOMM

Financial Planner

I joined the industry in 2012. Together, we have 18 years of advisor experience in the financial services industry. I am a CERTIFIED FINANCIAL PLANNER® or CFP® professional, dually licensed for mutual fund investments and life/accident and sickness insurance in the provinces of Alberta, British Columbia, and Saskatchewan. Our industry is continually changing and innovating, and our goal is to provide holistic financial planning solutions that address your individual goals and objectives.

Susan Stefura, CFP®

Financial Planner

I joined the industry in 2016. Together, we have 18 years of advisor experience in the financial services industry.  I am a CERTIFIED FINANCIAL PLANNER® or CFP® professional, dually licensed for mutual fund investments and life/accident and sickness insurance in the provinces of Alberta, British Columbia, and Saskatchewan. Our industry is continually changing and innovating, and our goal is to provide holistic financial planning solutions that address your individual goals and objectives.

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. 

Recent Posts

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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A new family calls for a new estate plan

Sep 26, 2024

If you have children and remarry, you’ll likely wish to provide for your children in your estate plan. We have five methods for you to consider....

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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

5906 - 50th Street Suite #220
Leduc, Alberta
T9E 0R6 Canada