Let us help you build an amazing life of significance


We can help you make smart decisions about your money so you can build a meaningful life, make work optional, and enjoy peace-of-mind.


Our wealth management services will allow you to…

  • Define and plan for your goals and desires;
  • Take care of your heirs;
  • Align your investments with your values and magnify your charitable giving;
  • Mitigate taxes;
  • Experience joy and fun as you strike the right balance between saving and spending;
  • Plan for retirement;
  • Ensure your assets are protected in the case of litigation or divorce.


We take your whole financial picture into account, providing you with a comprehensive, custom approach to managing your wealth.

You’ll have peace-of-mind by finally understanding your short- and long-term wealth management strategies.


Benefit from our expertise and care

Our team is led by Heather Borrelli, who combines two decades of financial expertise with her high value on relationships. 

By partnering with us, you’ll feel understood as you’re connected with custom strategies for financial living and investing.



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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

2020 Transcanadienne Suite 200
Dorval, Québec
H9P 2N4 Canada