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. 

Christine Butchart, R.F.P., CFP

Senior Financial Planning Advisor

Christine has been in the financial business since 1977 and achieved her first planning designation in 1985. She is a Certified Financial Planner (CFP) and a Registered Financial Planner (R.F.P.). She also holds the Financial Divorce Specialist qualification. She is licensed to sell securities, mutual funds, and insurance.

She has served on numerous boards and committees, such as the Ontario Securities Council Advisory Committee on the Re-Regulation of Advice (which developed the Fair Dealing Model) and on a committee to develop the R.F.P. exam.

She has taught continuing education courses and seminars for the Toronto, Peel, and Upper Grand School Boards, on topics such as financial planning and investment planning. Chris been featured in industry publications such as Investment Executive and McLean’s Magazine.

Christine is committed to providing you with the best possible advice, along with the best possible service experience.

Although Christine has her mutual fund, securities and insurance licenses and can provide you with investment advice and services, this is only one component of what she offers.

Financial planning is the core of what Christine does for her clients. This is why she has comprehensive meetings at least once a year, reviewing your goals, progress towards those goals, present and future needs, income, assets, and debts. Christine spends as much time as is required at each meeting to make informed decisions in all elements of their financial well-being.

Building great relationships as well as her knowledgeable advice are keys to her success. A person of high ethical standards, it is critical for her that the advice and recommendations she gives you is always in your best interest.

Chris has earned the trust of her clients, many of whom have been working with her for decades.

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Inflation may leave us helpless when it comes to higher prices. However, there are two ways to get help when it comes to your investments....

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Christine Butchart R.F.P., CFP

Senior 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

115 Trafalgar Road P.O. Box 208
Hillsburgh, Ontario
N0B 1Z0 Canada