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              • OUR TEAM
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              • SERVICES
                • OUR SERVICES
                • TAX AND ESTATE PLANNING
                • RETIREMENT PLANNING
                • BUSINESS SUCCESSION PLANNING
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                • CASH MANAGEMENT SOLUTIONS
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              • ABOUT
                • ABOUT ASSANTE
                • PROTECTING YOUR ASSETS
              • CONTACT US
              • HOME
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                • OUR SERVICES
                • TAX AND ESTATE PLANNING
                • RETIREMENT PLANNING
                • BUSINESS SUCCESSION PLANNING
                • INVESTMENT PLANNING ADVICE
                • CASH MANAGEMENT SOLUTIONS
                • CHARITABLE GIVING
                • DEBT MANAGEMENT
                • INSURANCE
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                • ABOUT ASSANTE
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              FINANCIAL LINKS

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              Email: hsfg@assante.com
              137 Kendall St Sarnia, Ontario N7V 4G6

              Tasha Kachan
              Senior Financial Planning Advisor
              tkachan@assante.com
              Damon Kachan
              Senior Financial Planning Advisor
              damon.kachan@assante.com
              Zoe Kachan
              Marketing Coordinator
              zkachan@assante.com
              Phone: 519-332-4100
              Michelle Morin
              Administrative Associate
              Administrative Associate
              michelle.morin@assante.com
              Kyle Kachan
              Financial Advisor
              kyle.kachan@assante.com

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              CI Assante Wealth Management Ltd. operates as CI Assante Wealth Management, a fully integrated investment firm offering investment, mutual fund, and exempt-market products and services.

              Wealth Planning services may be provided by an accredited advisor of CI Assante Wealth Management or CI Assante Private Client (a division of CI Private Counsel LP) and in some cases, by a non-affiliated third party. Insurance products and services are offered through Assante Estate and Insurance Services Inc.

              CI Assante Wealth Management Ltd. is a member of the Canadian Investment Regulatory Organization and Canadian Investor Protection Fund.

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