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. 

Jennifer Bellissimo

Senior Financial Advisor

I started my career as an accountant for a small company.  I then started my own bookkeeping firm and prepared personal tax returns. For more information about these services please contact us.

Having a tax background along with knowledge about financial strategies is the best asset a financial advisor can offer a long-term, risk adverse and wealth oriented client.

I have experience great changes in the industry since 1993.  Helping families and seeking a long-term relationship is my focus.

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Jennifer Bellissimo

Senior 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

350 Burnhamthorpe Road West Suite 218
Mississauga, Ontario
L5B 3J1 Canada