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. 

Dennis O'Brien, BA (Econ)

Senior Financial Advisor

Recent Posts

The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

Read more

Borrowing to invest

Sep 09, 2021

Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....

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Lesser-known ways to profit and save

Sep 09, 2021

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....

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.

 

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Office Address

678 Spring Gardens Road
Burlington, Ontario
L7T 1J3 Canada