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. 

Our Clients Matter!

As mentioned in our previous Monthly Minute, the financial sector has changed considerably in the last 40 years. Today, we are always trying to ensure we provide what you need.  But today, we are asking! 

What do you want? How can we help to ensure your needs are being met, and focus on what is important to you? What can we do to set ourselves apart in an industry that is constantly changing? How can technology help us to deliver better service to you?

Things have changed a lot in the past 6 months and we may continue to see more shifts, it is time to find out how we are doing. We are working hard to provide you with the best level of customized service, but we always know there is room to improve. We also know that things change, and we must ensure we accommodate the changing needs of the industry as well.

Upcoming Events

Join us for regular webinars or in-person events where I provide market insights, financial advice, and resources for you to manage your money. For more information, please email asatkuna@assante.com or jtrollope@assante.com. Please note registration is required.

Mastering Money Webinar

What is good and bad debt?

How do I save for a house?

Is it too early to plan my retirement?

The ABCs of ESGs Webinar

Learn ESG investments from a specialist

How it is used in investment selection?

How we can leave an impact? Should I invest in ESG options?

Recording available here

This presentation was prepared by Jeff Chan at CI GAM and does not necessarily reflect the opinions of Assante Capital Management Ltd. The opinions expressed are based on the author’s analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. Before acting on the information presented, please seek professional financial advice based on your personal circumstances. Assante Connect is a division of WealthBar Financial Services Inc (“WealthBar”). CI Direct Investing is a registered Portfolio Manager in all provinces and territories in Canada. CI Direct Investing is a subsidiary of CI Financial Corp. CI Financial (TSX: CIX) is an independent Canadian company offering global asset management and wealth management advisory services. Its primary operating businesses are investment managers CI Investments Inc. and First Asset Management Inc., and advisory businesses Assante Capital Management Ltd. and Assante Financial Management Ltd.

Market Updates - How do bonds help the portfolio. Overcoming low rates with active management

Donor-Advised Funds - Support the Causes You Care About

Managing Money for the Younger Investor - For those in the early stages of building wealth

Helping You Get There!

Retirement is Looming!  Are you really ready?

Big Decisions to Make!  Do you know all options available when key financial issues arise?
You Work Hard!  Who works to manage planning for your financial future?
You are busy!  Life is complex and there isn't enough time in the day to really follow all the investments and understand your best options.  We help to simplify things and do this for you.

Welcome! As an Assante Financial advisor, my role is to assist you in making key financial decisions and meeting your life goals. Financial decisions tend to affect every facet of our lives, and while important, should only enhance those parts of our lives that are truly critical: family, health, and following your passions. I specialize in investment planning to fulfill your needs; the needs of the business owner, self-employed, executives, or commissioned individuals.

By understanding these aspects of your life, I work to ensure you make the right financial decisions in your life. Through regular meetings, comprehensive reviews, balanced diversification, protection with insurance, and ongoing implementation and review of recommendations, we are committed to helping you achieve your goals.

Our core focus is to understand you, your family, your objectives, and act as your advisor, partner, and facilitator to help keep you on track for the bigger picture. Thus, allowing you to focus on enjoying your day-to-day life - knowing the small steps will get you to the big destination. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

ALIGN YOUR INVESTMENTS WITH YOUR VALUES

Global challenges like climate change and inequality have shifted investor expectations—they want to know their money is having a positive impact on the world around them, as well as their returns. With ESG investing, you can achieve your financial goals while aligning your portfolio with your values.

The ESG investing process also takes into consideration traditional financial factors to enhance performance and decrease volatility. In fact, ESG strategies tend to perform just as well, if not better, than their traditional counterparts over the long term. Plus, you can get exposure to market segments with significant growth potential, like companies contributing to the fight against climate change.

Listen below to the recording for "the ABCs of ESGs" hosted by Janine Purves with guest speaker Jeff Chan, Director of ESG at CI Global Asset Management.

This presentation was prepared by Jeff Chan at CI GAM and does not necessarily reflect the opinions of Assante Capital Management Ltd. The opinions expressed are based on the author’s analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. Before acting on the information presented, please seek professional financial advice based on your personal circumstances. Assante Connect is a division of WealthBar Financial Services Inc (“WealthBar”). CI Direct Investing is a registered Portfolio Manager in all provinces and territories in Canada. CI Direct Investing is a subsidiary of CI Financial Corp. CI Financial (TSX: CIX) is an independent Canadian company offering global asset management and wealth management advisory services. Its primary operating businesses are investment managers CI Investments Inc. and First Asset Management Inc., and advisory businesses Assante Capital Management Ltd. and Assante Financial Management Ltd.