Complete Financial Advice For All Your Wealth Planning Needs

Choosing a financial partner is one of the most important decisions you’ll ever make.

That’s why so many Canadians choose Assante Wealth Management.

We’re committed to providing you with complete wealth planning advice to help you achieve your life and legacy goals. Our comprehensive approach takes into consideration each piece of your financial situation to solve the puzzle of building and preserving your wealth.

Whether you’re a business owner, planning for retirement, saving for your family’s future or looking to make a difference, you can feel secure knowing that your financial needs are being looked after by an Assante advisor.


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

Avoid Double Taxation on Intergenerational Wealth Transfers

Dec 01, 2023

The baby boomer generation is reaching the retirement age, with the oldest in the cohort turning 77 and the youngest turning 59 in 2023....

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Are markets undervalued? Where are the opportunities?

Nov 30, 2023

With interest rates likely at or near their peak, the market should move from being priced based on interest rate expectations to a focus on valuations....

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Market Pulse - The week in review - Nov. 27th 2023

Nov 27, 2023

October saw a deceleration in Canada's yearly inflation rate to 3.1%, primarily due to a decrease in gasoline prices. This easing was reflected in the Bank of Canada's core inflation indicators as well....

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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

1479 John Counter Blvd Suite 101
Kingston, Ontario
K7M 7J3 Canada