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. 

Gord Schakelaar

SENIOR FINANCIAL PLANNING ADVISOR
BRANCH MANAGER

For more than 25 years, I have been in the financial services profession helping individuals and families achieve their financial and lifestyle goals.

One of my primary objectives is to provide a personal and informed approach to investing and financial planning. My experience positions me in helping identify opportunities and create proven strategies for my clients, that they can use to increase their wealth and enhance their lives. To help facilitate these goals, I am mutual funds licensed and insurance licensed here in Ontario.

Behind me are the resources of Assante Wealth Management, one of Canada's largest independent, non-bank owned financial services firms.  With more than 800 advisors and 300 offices, Assante is one of the largest independent networks of advisors in Canada.

Please take time to browse through my website. I am here to offer you the best service and advice that I can and hope that you contact me to set up a meeting. If you already have a financial planner, I can offer you a second opinion to confirm things are on track. If not, let me help you identify some opportunities that might enhance the quality of your life.

Recent Posts

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....

Read more

Borrowing to invest

Sep 09, 2021

Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....

Read more

Lesser-known ways to profit and save

Sep 09, 2021

Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

Read more

Gord Schakelaar

SENIOR FINANCIAL PLANNING ADVISOR
BRANCH MANAGER

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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

49 Maple Ave Unit 3, P.O. Box 1176
Haliburton, Ontario
K0M 1S0 Canada