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. 

Henry Chan

Financial Advisor
Insurance Advisor

Henry Chan has over 20 years of experience in the financial services and life insurance industry and has assisted over 500 clients in securing their financial future.  Henry will help you assess your financial goals and then develop a plan on how to best reach them from where you stand today.  

He has the resources and expertise to provide professional advice in all areas of life insurance, critical illness insurance, RRSP and a wide range of investments to select from to help you reach your financial goals.

Recent Posts

Lessons from March’s Bank Run

Apr 26, 2023

How many crises can the Fed dodge by printing money? Discover what went on in the banking system in March and what it means for investors going forward....

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Fixed Income Commentary

Mar 29, 2023

How have global economies fared in their battle to reign in inflation? Let’s examine contrasting fiscal policies and the state of global credit....

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Help your child purchase a home with an FHSA

Mar 15, 2023

What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....

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Henry Chan

Financial Advisor
Insurance 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.

 

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Office Address

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