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. 

Your Trusted Partner Through Life's Transitions

"My own life-changing transitions inspired me to help other women and their families navigate their own difficult life transitions and emerge confident, financially secure and empowered to deal with future life events."

As an Assante advisor, I recognize your situation is unique. You have your own needs and goals and your own preferences for how your wealth is managed. That is why I believe a personal approach to wealth management produces the best results.

Whether you're building on your existing wealth or protecting what you have already built, I can provide the personalized advice and service that you need.

What I Do?

  • I listen to my clients.
  • I ask about their hopes, dreams, goals, needs, emotions and family dynamic.
  • I inquire about past experiences and seek to understand the opportunities and concerns that face my clients as they look to the future.

 

Once my clients and I have clarified the important planning issues; we work together to develop the right financial strategies to help them achieve their goals.

Authenticity, integrity, honesty, trust and compassion are essential qualities in my world both personally and professionally. If the same holds true for you isn’t it worth a conversation?

 

Heather Casey

Wealth Management Advisor

Heather has been in the financial industry since 1996. She started her career at one of Canada's largest bank owned investment firms and then joining Assante Wealth Management in 2014. It was at Assante that she was able to work closely with her father-in-law Patrick Casey, who had over 40 years of financial experience. Together, they became a formidable team. Since Patrick’s retired in 2017, Heather continues to this day to ensure her clients are first and foremost in her mind.

Heather believes she can help people with her experience, education and understanding, to create a unique financial solution for them. Some of Heather’s top goals are helping clients in wealth accumulation (from school graduation to retirement); wealth protection once financial security is achieved; and converting wealth to income in retirement years.

For clients, "wealth" is more than money - it is their ability to do what they want, when they want and how they want, throughout all the stages of their lives.

Heather seeks to understand the things in life that are important to you, and then work with you to translate those dreams into a financial strategy.

When not working, she loves spending time with family, friends and especially her husband, Mike. Heather and Mike love anything sports related - biking, skiing, hiking, paddling… you name it! They enjoy discovering adventures that their love for sports takes them.

Recent Posts

Our 2024 Wish List

Jan 23, 2024

Is the great inflation battle really over? Investors' wishes for a prosperous year might just come true. Explore the trends shaping your investments in 2024....

Read more

What to expect in 2024

Jan 18, 2024

As 2023 draws to a close, let’s reflect on the changes and challenges of the past year and explore enticing trends and investment opportunities for the year to come....

Read more

Making the most of a First Home Savings Account

Jan 04, 2024

Do you have a child who aims to be a homeowner? We’ve got strategies to help your child—and you—use a First Home Savings Account (FHSA) to its best advantage....

Read more

Heather Casey

Wealth Management 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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

165 Sherbrooke Street Suite 5
Peterborough, Ontario
K9J 2N2 Canada