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. 

Joe Tamburri

Financial Advisor

Joe is an experienced and knowledgeable financial advisor, always ready to work with you to ensure you and your family’s financial goals are reached. Joe graduated from Niagara College in 2007 with a degree in Operations Management, he is MFDA liscensed, and is also licensed to provide life insurance, health and sickness insurance and group benefits. Working for the past 10 years in the financial services industry as a financial advisor, Joe has helped more than 300 clients reach their financial goals. Joe has helped families, business owners and professionals choose, invest, and manage plans to best suit the client’s needs. This has provided Joe’s clients with safe investments and excellent returns. As a financial advisor, Joe‘s main goal is to help you make well-informed decisions about your money. Joe also emphasizes the need to adjust investment plans as your goals and needs change. Joe always listen to your concerns, shares all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that he devotes to his own. Joe looks forward to being your trusted advisor and expert resource as you build your future. 

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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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

109 Russell Avenue
St. Catharines, Ontario
L2R 1V8 Canada