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. 

James Kocoris

SENIOR INVESTMENT ADVISOR

"Advice is only as good as the person providing it. Therein lies the secret of our success... and of yours." For those seeking someone to help guide them along the path of financial planning and investment management in addition to delivering solutions for their tax, retirement and estate planning, and insurance needs, James Kocoris makes the decision of choosing a financial partner an easy one. With more than 20 years of experience in the financial services industry, James gets intimately acquainted with every detail of a family's financial affairs. These details constitute the seeds of a very thorough planning process he uses to help clients see the bigger picture. James is supported by a team of professionals including tax specialists, lawyers and accountants all working together to help individuals and their families meet their financial health objectives. If you’re seeking comprehensive wealth management solutions that will simplify and enhance your life, please feel free to contact him at anytime.

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(The Process Of) Economic Normalization and What That Means for the Outlook

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Some positive signs of economic normalization have emerged, yet fiscal policy is stuck in pandemic-era liberality. Find out how this misalignment could impact your portfolio....

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Determining which donation method suits you best

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You can choose from at least seven common charitable giving methods—each with its own financial benefits. This may seem overwhelming, but we’ve got a way to simplify your choice....

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Profit by overcoming investment biases

Jun 18, 2024

Herd behaviour is often named as the most common investing bias. Can you believe financial behaviourists have identified more than 20 others? Learn about the ones to watch out for....

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James Kocoris

SENIOR 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

2020 Transcanadienne Suite 200
Dorval, Québec
H9P 2N4 Canada