Family Wealth | Farm & Estate | Business Succession

Our Approach to Wealth Management

We strive to help clients meet their financial goals by taking a holistic approach; bringing together wealth planning, dynamic portfolio construction, risk management and asset allocation, while liaising with accounting and legal professionals to provide fully integrated wealth strategies. Our Assante Capital Management Ltd. advisors, David Munro & Andre Mickovitch, are securities licensed investment representatives, offering fee-based investment advice and tailored portfolios through the use of a variety of investment vehicles, where appropriate; including: stock, bonds, exchange traded funds, liquid alternatives, private equity and traditional mutual funds

We understand that client anxiety is often tied to outside factors such as market headlines, political turmoil or even personal life events. An advisors response to this adversity requires an in-depth understanding a client’s specific situation and the potential implications of particular actions. Building strong relationships with our clients is paramount to understanding what it takes to meet an individual client's goals. We are more than simple wealth managers, we take the time to assess a client's ability to handle various types of risk, and we monitor behaviour in real-time so that we know, when the time comes to take action, or not, our clients are educated to understand these decisions are not taken lightly; they are made to protect the long-term interest of the client. Our evaluation process provides clients with a clear path to investment success, while adding context through reviewing value-adds and proposed strategies.

About Us

David Munro, BSc (Hons), MBA

Senior Wealth Management Advisor

After a decade on Toronto’s Bay Street, working in Business Strategy and Investment Research, David returned home to the Ottawa Valley to build an investment offering rooted premium service and individualized care. Whether it's business succession, generational wealth transfer or tax efficient strategies to grow wealth portfolios, David takes pride in guiding clients to meet financial goals by bringing together wealth planning, risk management and asset allocation; while liaising with accounting and legal professionals to provide fully integrated wealth strategies.

 

David has built his career on a foundation on global market and equity research, as he served as one of Canada's first dedicated exchange traded fund analysts for a large Canadian investment firm. He has worked extensively with portfolio managers and financial advisors across Canada building out investment solutions, assessing risks, and providing tailored portfolio recommendations to clients and other financial professionals over the past two decades. David has also served on a number of expert panels at national and international investment conferences and spent time providing strategic guidance and thought leadership to Wealth Management executives of major Canadian financial institutions.

 

Residing in the Ottawa Valley, David and his wife Nicola have two young boys, with whom they share a passion for music and family adventure in the great outdoors.

 

David holds a Bachelor of Science from the University of Guelph, and a Master of Business Administration from Wilfrid Laurier University, specializing in Finance and Business Strategy.

Andre Mickovitch, CFP®

Senior Financial Planning Advisor

Andre is a senior financial planning advisor with over three decades of experience in the industry. He attended the Economics program at Carleton University for 3 years before landing his first job in accounting. In his time in the accounting profession, Andre gained valuable experience in personal and corporate finances and tax planning and, after a few years,  he decided to make the jump to start his own financial planning firm; eventually partnering with CI Assante Wealth Management in Ottawa in 2001. Andre has since moved to the Ottawa Valley with his wife Lesley and recently joined our team; bringing with him a wealth of experience working with individuals, small business owners and professionals in the areas of investment management, retirement planning, advanced tax strategies and succession planning.

 

Andre is a strong believer in community involvement and is currently a board member with the Pembroke Regional Hospital Foundation and the Upper Ottawa Valley Chamber of Commerce. He is also a member of the Eganville Rotary Club.

 

When he’s not at work, Andre is an avid cyclist and can be found with his wife Lesley enjoying the great outdoors and exploring the back roads of the Ottawa Valley. He also enjoys fishing, golfing, and hiking in his spare time.

Let's Get to Know Each Other

Fill in the form below to get started with an in-depth personal assessment. You will receive a personalized email link with detailed instructions, and a member of our team will follow up to book a consult to expand on your results and discuss your personal wealth planning needs.

Value-Added, Transparent Advice

We pride ourselves on full transparency with clients. When it comes to fees, we are committed to a fully transparent schedule that is in no way linked to any specific holding or asset class. As such, the investments that we employ on behalf of our clients have no impact on the compensation that we receive, giving our clients peace of mind that all portfolio decisions are based solely on the best interests of the client.

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Assante Capital Management Ltd.

1205 Pembroke Street East
Pembroke, Ontario
 K8A 7R6 Canada