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. 

Dwayne Portey, CFP, CIM

Financial Planning Advisor

Dwayne began his career in the financial services industry in 2000. After graduating from the University of Manitoba, he started working at a Canadian Chartered Bank, obtaining his Mutual Fund license, and gaining valuable experience in both credit and investment products. In 2003, Dwayne added insurance products to his repertoire as he moved on to work with a major Canadian Life Insurance Company. In 2010, Dwayne obtained his Certified Financial Planner designation; validating his knowledge, and experience in the areas of Retirement Planning, Strategic Investment Planning, Income Tax Planning, as well as Risk Management and Estate Planning. The CFP certification is the most widely recognized financial planning designation in Canada and is considered the gold standard for the profession, representing the highest level of competence, ethics and practice. Proud to have established and grown his business in Thompson, the city which he was born and raised, Dwayne continues to be an active volunteer for youth athletics and community projects. If you would like to learn more about Dwayne’s credentials and what he can do to help you achieve your goals, or if you have any questions about financial planning, please call 204-778-1675 or email dportey@assante.com.

 

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Dwayne Portey CFP, CIM

Financial Planning Advisor

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

40 Moak Cres Suite #2
Thompson, Manitoba
R8N 2B7 Canada