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. 

Glen Polson, CFP, CIM

Branch Manager
Senior Financial Advisor

"No amount of travel on the wrong road will bring you to the right direction." - Ben Gaye III

Glen Polson and his team at Assante Wealth Management simplify your life by guiding you through complex decisions and taking the lead in managing your evolving financial and personal needs.

The key to your financial success and peace of mind is the creation of a comprehensive, integrated plan: a path that is specific to your situation and direction towards your goals.

Finding a trusted and qualified Advisor to help you along that path is essential to peace of mind we all deserve.

Integrity, passion, discipline, and commitment to doing whatever it takes to properly look after your interests aptly describe Glen's business philosophy.

As a CFP,CIM practitioner and Branch Manager, Glen Polson is amongst the most highly accredited and respected Financial Advisors in practice today.  He was one of the original Advisors when Assante was established.  With years of experience providing caring, qualified council, Glen's practice is deeply rooted in a commitment to honest, dependable client service.

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(The Process Of) Economic Normalization and What That Means for the Outlook

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Some positive signs of economic normalization have emerged, yet fiscal policy is stuck in pandemic-era liberality. Find out how this misalignment could impact your portfolio....

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Determining which donation method suits you best

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You can choose from at least seven common charitable giving methods—each with its own financial benefits. This may seem overwhelming, but we’ve got a way to simplify your choice....

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Profit by overcoming investment biases

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Herd behaviour is often named as the most common investing bias. Can you believe financial behaviourists have identified more than 20 others? Learn about the ones to watch out for....

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Glen Polson CFP, CIM

Branch Manager
Senior Financial Advisor

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

24 Dupont Street East
Waterloo, Ontario
N2J 2G9 Canada