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. 

Joan Cosby, CFP

Senior Financial Planner

For over 15 years, Joan Cosby has been assisting individuals, families and business owners achieve a successful balance between their financial goals and philanthropic intentions. With a strong background in Canadian tax law, Joan helps to develop strategic financial and estate plans that include tax efficiencies, efficient wealth transfer and effective charitable giving strategies.

 

Planning for and dealing with major life events are challenging when they touch you and your family.  Joan does not shy away from those tough issues when discussing family wealth. Working collaboratively with other professionals she provides individuals, families and business owners with avenues to realize their investment goals. 

 

Joan is an active member of the Canadian Association of Gift Planners and sits on the board of directors for the Nelson Youth Centres.  She cherishes spending time with her grandchildren; Lucy, 6 and Joel, 4. In addition, Joan supports local community theatre especially the developing artists involved in the Hamilton Fringe Festival and visual artists through her involvement in the Art in Action program in Burlington.  As a member of the Royal Botanical Gardens, Joan also enjoys hiking in many of the beautiful green spaces it has to offer. 

Recent Posts

The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

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Borrowing to invest

Sep 09, 2021

Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....

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Lesser-known ways to profit and save

Sep 09, 2021

Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

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Joan Cosby CFP

Senior Financial Planner

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

5420 North Service Road Suite 100
Burlington, Ontario
L7L 6C7 Canada