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. 

Hazen Henderson, CFP, CA, CPA

Financial Planner

Hazen has been a Financial Planner at Assante Capital Management since November, 1995.

Hazen's education includes a Bachelor's of Business Administration (BBA) from Simon Fraser University where he earned a degree majoring in Accounting and minoring in Economics. Hazen played on the Varsity Football team while attending Simon Fraser. His efforts on his Universities football team landed him a spot on the Hamilton Tiger Cats where he was drafted in the second round of the 1982 draft.

Hazen has been working at Assante Capital Management Ltd. since 1995 where he became a Financial Plannerr. Prior to his career at Assante, Hazen worked at Accounting Firm, Grant Thorton. Hazen became a Chartered Accountant (CA)/ Chartered Professional Accountant (CPA) in 1991.

Hazen decided in 1994 to become a Certified Financial Planner professional and has spent his entire Financial Advising Career at Assante Capital Management Ltd. Hazen later on obtained his Registered Financial Planner (RFP) designation in 1997.

Hazen also completes personal and corporate Canadian income tax returns through his separate and independent tax preparation service company, Hazen E. Henderson CA which he started in 1996.

In addition, Hazen is securities licensed and Life Insurance licensed.

Hazen is the husband of wife Theresa and father of two girls, Haley and Julie. Haley is a graduate of California University of Pennsylvannia where she obtained her degree in Business Accounting and minored in Finance. She was also apart of her Universities Varsity Soccer team where she became an NCAA Academic All-American. She also completed her Masters of Accounting at George Washington University and is a Certified Public Accountant (CPA). Haley currently resides in Washington D.C. and is enjoying a career at the accounting firm KPMG. Julie is Hazen's newest employee and you can read about her in the next section of this page.

Insurance products and services are provided through Assante Estate and Insurance Services Inc. Certain employees of Hazen E. Henderson CA maintain a relationship with Assante Capital Management Ltd. (“Assante”) through which they sell investment products. The relationship that they have with Assante does not include tax preparation services which Hazen E Henderson CA is solely responsible. Hazen E Henderson CA is not associated in any way with Assante, and Assante has no responsibility for the tax preparation services offered by Hazen E Henderson CA.

 

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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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1001 Burns Street East Suite 1
Whitby, Ontario
L1N 6A6 Canada