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. 

Ingrid Denda, FMA, CFP, RRC

Financial Advisor
Investment Advisor

Ingrid Denda has been in the financial services industry for over 20 years. She joined Assante Capital Management Ltd. in 2014, after an extensive career as a Senior Financial Advisor for CIBC Imperial Service. Ingrid attained the CERTIFIED FINANCIAL PLANNER or CFP® designation in 1998 and since then has been providing financial advice to all of her clients. She also holds the Financial Management Advisor (FMA) and Registered Retirement Consultant (RRC) designations.

Her primary mission is to provide holistic and strategic planning to new and existing clients in a transparent and cost-effective manner. With her extensive background in banking, she continues to help facilitate credit solutions for clients, and is fully licensed to provide insurance and related services.

Ingrid is a big supporter of live music, and regularly volunteers at Canadian Music Week and Indie Week. In 2016, Ingrid founded www.thewealthymusician.ca, a website with regular blogs dedicated to enhance the financial literacy of musicians. She has also spoken on various panels to help artists navigate their finances.

Ingrid was named a recipient of Wealth Professional's 5-Star Leading Women in Wealth in 2021.

 

 

Recent Posts

What’s After the Storm?

Aug 03, 2022

Short-term market challenges are a distraction from the big picture. The real concern is what comes next. In this update we explore five key considerations for a solid long-term investment philosophy....

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It Is a Tougher Game When Central Banks Turn Hawkish

Jun 29, 2022

Volatility continues to plague the S&P 500 following the Fed’s latest attempt to curb inflation. With more aggressive repricing necessary and market bottom still to come, it’s important to look beyond the hiking cycle and focus on the long term....

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Can your risk tolerance change?

Jun 15, 2022

Tolerance to investment risk doesn’t tend to change much until retirement. Learn about three factors that can break this general rule....

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Ingrid Denda FMA, CFP, RRC

Financial Advisor
Investment 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

307-911 Golf Links Road
Ancaster, Ontario
L9K 1H9 Canada