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. 

Frank Perillo, F.Pl.

Financial Planner

With over 20 years experience in the financial services industry, Frank has been helping individuals, families and businesses achieve their financial goals. He has attained the Financial Planner (Fin.Pl) designation regulated by the (IQPF) Institut Quebecois de Planification Financiere.He is supported by a network of highly skilled professionals, such as tax specialists, lawyers, and accountants. Frank focuses on delivering the full wealth management package including investments, insurance, retirement planning, tax planning, business planning, and estate planning. He helps engage his clients with their advisory teams to make sure all decisions are the result of prudent planning.

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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

2020 Transcanadienne Suite 200
Dorval, Québec
H9P 2N4 Canada