The advice you need, when you need it

We know how hard you’ve worked to build your wealth. Making the right decisions at the right time requires surrounding yourself with a trusted team: professionals who share your values and who will work hand in hand with you to achieve your goals.

For over 30 years, Vision Plus has been guiding clients and now serves the fourth generation of several families—a true testament to our human, value-driven approach, passed down from one generation to the next.

We also understand that managing wealth can be complex and time-consuming. Our role, as Assante advisors, is to simplify this process: defining and prioritizing your objectives, designing a tailored wealth plan, and accompanying you every step of the way. We are here to help you face challenges, seize opportunities, and protect what matters most to you and your loved ones.

Recent Posts

AI’s Second Act and How to Capitalize On It

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Discover how the rise of AI-enabled physical robotics could reshape the job market, drive innovation and create new investment opportunities in tech and equities....

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Taking RRIF withdrawals in kind

Sep 25, 2025

You must withdraw a minimum amount from your Registered Retirement Income Fund (RRIF) each year. If you want to keep the investments instead of cashing them out, you can....

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FIRE versus YOLO

Sep 25, 2025

FIRE (financial independence, retire early) tells you to save, and YOLO (you only live once) asks you to spend. They just might get you thinking about your own saving or spending habits....

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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

214-20865 Chemin Côte-Nord
Boisbriand, Quebec
J7E4H5 Canada