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. 

Emma Fitzgerald, MBA, CFP®

Financial Advisor

I was born and raised in Kingston, Ontario. I completed my undergraduate degree in Applied Economics at Queen’s University and then attained my Master of Business Administration degree from Royal Military College of Canada. I began working at Assante Financial Management Ltd. in 2016. I am actively involved in the community and hold volunteer and board positions with United Way KFL&A, University Hospital Kingston Foundation and the Pittsburgh Community Benefit Fund

 

I work with young professionals to help them understand their finances and develop a financial plan that works for them. There is a lot of noise in this industry with many different opinions and products – banks, insurance salespeople, robo-advisors, your family and friends – they all seem to offer conflicting advice, leaving you to question if it actually applies to your particular circumstance.

I believe that you should understand what your investment goals are and what you need to do to get there. Life changes and moves fast - so your plan should too. I work on an ongoing basis with my clients to make sure that our investment approach is flexible and up to date as your needs change.

Some common questions that are addressed with other young professionals include:
• Should I be contributing to an RRSP, a TFSA or both?
• Should I incorporate? If not now, should I in the future?
• Do I need insurance – if so, what kind and how much?
• How can I decrease how much I am paying in income taxes?
• I am earning a decent amount of money but I feel like I am not getting ahead. How can we structure my cash flow differently?

I always welcome an initial conversation to see if we are a good fit. I can be reached by email at efitzgerald@assante.com or by direct phone call at 613-877-3993.

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Emma Fitzgerald MBA, CFP®

Financial 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

264 King Street East
Kingston, Ontario
K7L 3A9 Canada