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. 

Ivan Wong, CFP, CIM, FMA, FCSI

Financial Planning Advisor

 For more than 18 years, Ivan has been helping individuals, families and small business owners develop comprehensive financial strategies to achieve their dreams and goals. This involves incorporating a balanced investment strategy, along with proper tax and estate planning services. Among the greatest strengths Ivan brings to his client relationships are his knowledge, integrity and dedication to exceptional service.

Ivan holds a B.Sc. in Computer Science. His commitment to maintaining an outstanding level of professionalism, and adhering to internationally recognized standards of competence and ethical practice has allowed him to earn the following financial industry designations: Certified Financial Planner (CFP), Canadian Investment Manager (CIM), Financial Management Advisor (FMA) and Fellow of CSI (FCSI)®. With strong financial, mathematical and computer knowledge, Ivan's proficiency in using cutting-edge technological tools allows him to develop accurate and reliable financial, investment and tax plans for his clients.

If you would like to know more about Ivan or for details on his practice, please call 905-889-2168 or e-mail him at

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Financial Planning 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

550 Hwy 7 East Suite 328, Building E, Times Square
Richmond Hill, Ontario
L4B 3Z4 Canada