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 Demoe, CFP

Senior Financial Advisor

When you become a client, you are entrusting your financial wealth to a dedicated, enthusiastic team of professionals. David Demoe (CFP) has over 20 years experience providing specific financial, tax, and retirement planning advice to Canadians of high net worth. His work background with Canada Revenue Agency, and as a financial advisor with two major Canadian financial institutions, gives him added insight to ensuring his clients maximize their investment capital, while minimizing their tax exposure.

The Certified Financial Planner credential is one of the highest qualifications a financial professional can attain. It is the mark of a highly trained, highly ethical professional who adheres to internationally recognized professional standards. As a financial advisor, David will assist you with growing your wealth. As a certified insurance advisor, David can provide you with a comprehensive financial plan to meet your lifestyle needs at every stage of your life.

Recent Posts

Inflation Is Not the Only Challenge

May 02, 2022

The Russia-Ukraine war is leading to soaring commodity prices as both nations are major exporters. Rate hikes are also a burden for consumers and borrowers but will help cool inflation in the long run. Discover what this means for investment markets....

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Implications of Russia’s invasion of Ukraine and what this means for the investment landscape

Mar 23, 2022

The Russian invasion of Ukraine is a blatant violation of international law. The invasion has already had consequences for global security. Learn about the implications and what they mean for the investment landscape....

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Concerned about inflation?

Mar 15, 2022

Inflation may leave us helpless when it comes to higher prices. However, there are two ways to get help when it comes to your investments....

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David Demoe CFP

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

109 Russell Avenue
St. Catharines, Ontario
L2R 1V8 Canada