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

What’s After the Storm?

Aug 03, 2022

Short-term market challenges are a distraction from the big picture. The real concern is what comes next. In this update we explore five key considerations for a solid long-term investment philosophy....

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Listen Up China Bears, It’s Not As Bad As You Think

Jul 27, 2022

It’s not difficult to find China bears these days, but they may have overstayed their welcome. China bears love to reference last year’s regulatory crackdown, the default risks amongst property developers, the handling of the pandemic and the slo...

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It Is a Tougher Game When Central Banks Turn Hawkish

Jun 29, 2022

Volatility continues to plague the S&P 500 following the Fed’s latest attempt to curb inflation. With more aggressive repricing necessary and market bottom still to come, it’s important to look beyond the hiking cycle and focus on the long term....

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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