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. 

Gianni De Pastena

Financial Security Advisor
Mutual Funds Representative

With nearly 30 years of experience in financial services, I’ve made it my priority - and my passion - to help business owners and high‑net‑worth individuals in Laval and the Greater Montreal area build lasting wealth.  Combined with a Bachelor of Commerce in Finance (minor in Economics) and a Master of Science in Finance (MSc), my experience enables me to guide my clients toward financial freedom and enduring prosperity.

 

Over the years, I’ve helped clients minimize their tax burden, grow and protect their assets, develop comprehensive estate plans that preserve their legacy, and structure philanthropic initiatives for maximum impact. From tax optimization and tailored investment strategies to seamless business succession and next‑generation planning, I support each client through every stage of their financial journey with a proactive, personalized approach

 

Whether you’re transitioning a family business, preparing your heirs for leadership, or looking to give back to your community, my goal is to create a clear, custom roadmap that aligns with your long‑term objectives. Let’s discuss how we can work together to secure - and expand - your wealth. Contact my team and me today.

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Gianni De Pastena

Financial Security Advisor
Mutual Funds Representative

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

4175 Boul St-Martin Ouest
Laval, Quebec
H7T 1B7 Canada