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. 

David Beauchamp, CFP, FMA, CIM, FCSI

SENIOR FINANCIAL ADVISOR

Education. Experience. Ethics.

Choosing the right financial advisor is a major decision.  It is important to find someone who is experienced, knowledgeable, and truly dedicated to helping you achieve financial peace of mind.  Every successful relationship is built on trust, value, and communication, all of which are paramount in selecting a financial planner. As such, all new clients are accepted on a referral basis only.
 

Since 1994, I have been recommending proactive strategies for business owners and families wanting to simplify their financial affairs and increase their quality of life through an integrated approach to wealth planning.  Retirement Planning, Investment Selection, Education Plans, Estate Planning and Preservation are some of the ongoing services I provide.   

My discliplined investment approach and professionalism has earned me a reputation for being financially astute and client-focused.  My clients appreciate the valuable advice and regular meetings I provide to review their financial progress.  I believe in continually improving my knowledge through education and have earned the following industry designations:
 
      - CERTIFIED FINANCIAL PLANNER (CFP) designation as governed by the Financial Planning Standards Council of Canada.  A CFP Practitioner is one of the most respected financial planning designations in the profession and requires adherence to a strict code of ethics that mandates each CFP Professional act as a fiduciary in every relationship. I encourage you to view the following brochures which explain the Financial Planning process in greater detail. https://www.fpcanada.ca/canadian-public

      - The Financial Management Advisor (FMA) accreditation is granted by the Canadian Securities Institute. The holder will be competent in addressing complex financial situations pertaining to a High Net Worth clientele.

      - Chartered Investment Manager (CIM) is granted by the Canadian Securities Institute. It is your assurance that the holder pocesses the knowledge, skills and  tools necessary to evaluate and manage the most complex aspects of your investment portfolio.

      - Fellow of CSI (FSCI) is the top credential conferred by CSI Global Education Inc. This is one of the most demanding credentials in the Canadian financial services industry and only an elite group of professionals meet its advanced requirements.

This is your assurance that I adhere to internationally recognized standards of competence and ethics in all my professional activities.  
                                                                                                                                                                                                                                                                                     I reside in Ancaster with my wife Cindy who teaches science at Waterdown Secondary School. My charitable donations include but are not limited to The Heart and Stroke Foundation, Canadian Breast Cancer Society, as well as various local youth sports sponsorships.

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Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

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David Beauchamp CFP, FMA, CIM, FCSI

SENIOR FINANCIAL ADVISOR

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

3400 Fairview Street Lower Level
Burlington, Ontario
L7N 3G5 Canada