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. 

Grace Leung, FMA, CFP, FCSI

FINANCIAL PLANNER

For more than 15 years, Grace has been helping clients to achieve their financial and lifestyle goals. In this role, she co-ordinates and manages their evolving needs, drawing on the expertise of a team of specialists. Building on a Bachelor of Arts Degree from the University of Hong Kong, Grace has earned Fellowship in Life Management Institute; she is also a Certified Financial Planner. Grace has also earned Financial Management Advisor tite and the Fellowship of the Canadian Security Institute. Grace is the Branch Manager of a branch in Markham and a sub-branch in Richmond Hill. If you would like to know more about Grace's credentials or obtain details about her services, please call 905-752-0833 ext 288 or e-mail: gleung@assante.com

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....

Read more

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....

Read more

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

Grace Leung FMA, CFP, FCSI

FINANCIAL PLANNER

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

3601 Highway 7 East Suite 303
Markham, Ontario
L3R 0M3 Canada