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. 

Hugh M. Russell

FINANCIAL ADVISOR

Hugh has been with Assante in Hamilton/Burlington for 25 years.  His practice has grown to the point where he only accepts new clients by referral. His ability to develop a financial roadmap for clients and recommend investment solutions to assist them in reaching their life goals, has been developed through many years of hands-on experience in the financial services industry. Hugh resides in Ancaster with his wife Laurie and their three children, Rhiannon, Alexander and Regan.  Hugh has been involved in the local community for many years. He is a past chair of the board of the United Way of Burlington & Greater Hamilton, and he chaired the UWay campaign for Hamilton in 2001. He is a past board chair of the Industry-Education Council of Hamilton [IEC], a past director of Hamilton Health Sciences [HHS] and a past director of the Hamilton Chamber of Commerce. Hugh enjoys swimming, tennis and spending time with his family.

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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

3380 South Service Rd Suite 209
Burlington, Ontario
L7N 3J5 Canada