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. 

Dixon Shum

Financial Advisor

With over 20 years of experience in the financial services industry, Dixon has been helping individuals and families to achieve their financial and lifestyle goals. He is dedicated to providing high quality advice and integrated wealth management solutions for his clients based on their evolving needs.

 He holds an MBA degree from Wayne State University in Detroit, Michigan, USA, and a Bachelor degree in Commerce from the University of Windsor, Ontario, Canada. His commitment to maintaining an outstanding level of professionalism has allowed him to continue pursuing further studies.

 If you would like to know more about Dixon's credentials and how he can help you to achieve your financial goals, or if you have any questions about financial and life management, please call (905)752-0828 ext.249 or email: dshum@assante.com

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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

3601 Highway 7 East Suite 303
Markham, Ontario
L3R 0M3 Canada