The Financial Planning Process

When you walk in our door you're taking the first step towards financial peace of mind.  We take a comprehensive look at your financial picture and then build a tailored investment strategy to help you achieve your goals.  Whether your building wealth for your future or want to maximize your income from your investments, we have the solution for you. We offer all of the following services packaged in one personalized wealth management plan.

  • Investments
  • Tax Minimization
  • Retirement Planning
  • Education Saving
  • Pension Transfers
  • Life Insurance 

Reach out to us for a free consultation, we look forward to building a lifelong relationship with you.

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.