Helping You Achieve ... Results

If you are not already a client you have likely arrived at this website looking for good financial advice. 

Banks and other financial institutions can’t keep the best people in the job for long. Their best people get promoted and once again you are left with someone who is learning on the job at your expense.

The best financial advice comes from someone with extensive financial experience who has built a career and a business as a financial advisor.

I have extensive experience to share with you from many years in the financial services industry at both TD Bank for 12 years and Assante Capital Management Ltd. for over 25 years as:

  • Assistant Manager at TD branches in St. Catharines, Burlington, Hamilton and Wingham.

  • Lead Instructor of BankLab, a fast-track TD Management Training Program, Toronto

  • Special Projects Coordinator in Employee Relations at TD Corporate Human Resources, Toronto 

  • TD Commercial Lending Officer, Toronto

  • Senior Financial Advisor at Assante in Burlington, serving Halton, Hamilton and area.

Find out more by visiting the links above to learn how you benefit by being a client without it costing you any more than dealing with your current financial institution.

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

Determining which donation method suits you best

Jun 18, 2024

You can choose from at least seven common charitable giving methods—each with its own financial benefits. This may seem overwhelming, but we’ve got a way to simplify your choice....

Read more

Profit by overcoming investment biases

Jun 18, 2024

Herd behaviour is often named as the most common investing bias. Can you believe financial behaviourists have identified more than 20 others? Learn about the ones to watch out for....

Read more

How to avoid or minimize the OAS clawback

Jun 18, 2024

Will you ever be at risk of having your Old Age Security (OAS) pension clawed back? We’ve got four strategies to reduce the clawback—or even prevent it altogether....

Read more

Dennis O'Brien BA (Econ)

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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

678 Spring Gardens Road
Burlington, Ontario
L7T 1J3 Canada