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. 

Diane Burns, CFP

Financial Advisor

Working for You

As your financial advisor I will co-ordinate the financial process for you.  I will work with you to provide you with a cohesive and integrated strategy through a single point of contact that will help you to realize your vision for the future.

Assante has become one of the largest Canadian professional services firms in wealth management, supporting 800 advisors nationwide.  My office is in McMaster Innovation Park and I work very closely with The Morrisey Group including:


Michael Morrisey -Senior Financial Advisor
Sara Morrisey -Financial Advisor
Gloria Higson -Administrative assistant
Troy Rumpel  -Estate Planning Consultant- Assante Estate and Insurance Services Inc
 

I also have available a commitment and depth of resources at Assante’s head office in Toronto.


Today, the management of personal wealth is more complex than ever.  That is why I work with a large team of professionals who when needed will provide guidance and recommendations to create your comprehensive wealth plan.

Some of these professionals specialize in areas of:

Tax and accounting
Estate, Wills and Powers of Attorney
Family Law
Mortgage Broker
Insurance –life, disability, critical illness, and long term care
Wealth Planning

 

CONTACT US TODAY FOR AN APPOINTMENT 

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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

1509 Wilson Street West Suite 1
Ancaster, Ontario
L0R 1R0 Canada