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 understand how overwhelming and confusing personal finance can be. How much should you be saving for retirement? How do you make a plan to pay back debt? Should you have an RESP to save for your children’s education costs? What is a TFSA? Are your loved ones protected if there is an accident? Let me help you answer these questions and more.

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....

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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....

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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....

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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