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 Treier, PFP

Senior Wealth Advisor

After graduating from McMaster University, Henry spent the next twenty years working for a large Canadian Chartered Bank, ending that career as Manager of Professional's Banking in Kingston, Ontario. Henry joined Assante in 2000, as a Financial Advisor.

Henry has been married to Mary for 39 years, and they have two adult children together, Andrea and Sean.

Henry's community involvement has been extensive, with many years of coaching and managing competitive sports teams. Henry is past President of the Board of Directors at the Royal Kingston Curling Club. He has served on several other boards including the Children's Aid Society, and the Kingston General Hospital Axillary Board.

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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

264 King Street East
Kingston, Ontario
K7L 3A9 Canada