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.

Recent Posts

Help your child purchase a home with an FHSA

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What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....

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Investing during a market recovery

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Is it reasonable to sit on the sidelines if a recovery is choppy? Is it acceptable to invest more if it’s smooth? Find out what you can do and shouldn’t do when the market is rebounding....

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Split your income to save tax

Mar 15, 2023

There are limited ways to earn income and pay no tax. However, there are many ways to pay less tax....

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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