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. 

Gabe Orday, CFP

Financial Advisor

Helping You Achieve Your Goals and Dreams

Financial planning is more than just numbers. To me, it's the people and dreams behind the figures that matter the most.

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future, whether it's a worry-free retirement, running a business, sending children to college, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause.

Life is a journey, so is financial planning…

Since 1998, Gabe Orday, Financial Planning Advisor has been providing financial planning advice to individuals and families across Southern and Central Ontario including Peterborough Lakefield, Lindsay, Port Hope, Oshawa, Brampton, Waterdown, Milton, Norwood, Kingston and Ottawa.

Whether it is for purchasing your first home, retirement planning, estate planning, saving for your children's education, or setting up a tax effective income stream, I can help you reach your goals. With my high standards and customized approach, I can help you live your life with the confidence that you have an effective comprehensive financial plan in place. 

I know that money is important and choosing the right financial advisor is a major decision. When you make that first step and become a client, I promise that our whole team will have your best interests at heart. You will be entrusting your financial wealth to a dedicated and enthusiastic team of professionals, this I guarantee.

The Certified Financial Planner designation is one of the highest qualifications a financial professional can attain. It is the mark of a highly trained, highly ethical professional who adheres to internationally recognized standards. 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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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

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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

165 Sherbrooke Street Suite 5
Peterborough, Ontario
K9J 2N2 Canada