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. 

Jean Chaput

Financial Advisor

Recent Posts

Charitable giving through a private foundation

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A private foundation provides flexibility, control and the opportunity for a lasting legacy....

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Enjoy more income in retirement by minimizing the OAS clawback

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Smart planning can help you reduce or avoid the OAS clawback. From income splitting to managing minimum RRIF withdrawals, explore strategies to keep more of your benefits....

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Jean Chaput

Financial 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

101 McIntyre Street West
North Bay, Ontario
P1B 2Y5 Canada