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. 

Gary Stevens

Financial Advisor

Gary Stevens has been serving his clients for over 35 years in the financial services industry.

Prior to joining Assante Financial Management Ltd. and founding Stevens Financial Services Inc., Gary was the manager for Employee Benefits and Life Insurance at a major Life Insurer, the Manager of Marketing for a Major Managing General Agency, and the owner of an MGA firm for Maritime Life Assurance Company.

Gary prides himself on his ability to listen to his clients’ needs and uses his expertise and knowledge of the industry to help them achieve their financial planning goals. As an experienced advisor in Southern Alberta for Assante, Gary remains motivated by his drive to provide the best service possible for his clients and ensuring that their needs are respected and protected as they change over time.

As a member of the Hein Financial Group, Gary puts an emphasis on Planning. We have established a process for helping clients quantify their Retirement and Estate goals, then working with our suppliers to ensure that we are engaged in working towards those goals. Our team’s success is directly measured by the success of our clients.

For many years, Gary has volunteered his time in numerous charitable foundations and sporting organizations, sat on numerous Board’s and tried to make a difference. In addition to being a subcommittee chairperson for the 1988 Winter Olympics hockey tournament, Gary was a longtime hockey coach and was formerly involved as a volunteer with Hockey Canada. A proud father of 3 daughters and husband to his wife of over 40 years, Gary is an avid sports enthusiast, lover of classic cars, and loves to travel the world with his family.

Recent Posts

Will Higher Inflation Lead to Higher Returns?

Nov 15, 2021

What impact will higher inflation have on investment returns? Alfred Lam and Marchello Holditch break down the current economic factors to find out....

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Energy Gridlock: The Sign of Economic Slowdown?

Oct 27, 2021

Global energy issues have caught investors’ attention over the past month. Find out how we got here and whether the shortages are the sign of a broader economic slowdown....

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The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

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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

221-10th Avenue SE Suite 204
Calgary, Alberta
T2G 0V9 Canada