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. 

Fred Palmer

Financial Advisor

Fred has been in the field of employee benefits and financial services for almost 30 years.  Fred has delivered integrated wealth management solutions to help families achieve their financial and lifestyle goals.  One of his primary objectives is to simplify and enhance their lives by delivering customized financial advice to his clients.    As a financial advisor, he coordinates and manages their evolving needs, drawing on the expertise of a team of specialists.

Within the community, he has held leadership roles with the Chamber of Commerce , Rotary, Thompson Wildlife Association and the Spiritway Norseman Aircraft Project.

If you would like to learn more about Fred’s credentials and experience or discuss your financial plans with him, please call 204-778-1675 or email fpalmer@assante.com

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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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

40 Moak Cres Suite #2
Thompson, Manitoba
R8N 2B7 Canada