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. 

Ernie Johnson, BA

Senior Financial Planning Advisor

As Assante Advisors our goal is to help you achieve financial independence and enjoy the kind of life you want to live—by doing it right.

It’s not just about investments. Sure, they play an important role in implementing your plan for a successful financial future but wealth planning is about much more. We believe it’s about you, and discovering what matters to you—your needs, your fears, your priorities and your goals. Only then can we begin to develop a plan tailor-made for you.

We’ll take you step-by-step through the process but it’s important to know that we’re not working alone. With access to the expert advice of investment analysts, accountants, lawyers and estate planning consultants (in consultation with your own legal and accounting professionals) you can feel confident that the most effective solutions will be found for even the most complex family and business arrangements.

 

Quite simply, wealth planning is about helping you achieve what is most important to you.

Through an integrated, comprehensive approach that encompasses all areas of your financial affairs, we provide you with coordinated strategies to help you achieve your near and long-term life and financial goals. Your wealth plan is the starting point from which to measure, and, when needed, adjust to help keep you on track.

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The Case for Equities

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Lesser-known ways to profit and save

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Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

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Ernie Johnson BA

Senior 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

197 Commonwealth Ave.
Mount Pearl, Newfoundland and Labrador
A1N 4L3 Canada