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. 

Duncan Presant, CFP, CEA, CLU®

Senior Financial Advisor

Helping You Achieve Your Goals and Dreams

Planning for your financial future is more than just looking at numbers. To me, it's the people and dreams behind the figures that matter the most.

 

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build 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

Recent Posts

2022 Multi-Asset Outlook

Dec 24, 2021

Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....

Read more

RRIF, meet JLTD

Dec 15, 2021

If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....

Read more

Prepare for the unexpected

Dec 15, 2021

The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....

Read more

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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

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