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

Industrial Revolution 2.0 and Globalization 2.0 Are Both Underway

Dec 18, 2024

Progress never sleeps! Discover the future of work today as AI and robotics both complement and compete with their human counterparts to optimize industries....

Read more

Welcome to forecast season

Dec 16, 2024

It’s January, which means you may come across market predictions for 2025 in the media. See why putting stock in these forecasts can be harmful psychologically and financially....

Read more

Have you built charity and philanthropy into your estate plan?

Dec 16, 2024

Learn the difference between “charity” and “philanthropy” and how to incorporate giving into your estate plan....

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

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