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. 

John DoeMFDASINGLE

Financial Advisor, Assante Financial Management Ltd.

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Recent Posts

What’s After the Storm?

Aug 03, 2022

Short-term market challenges are a distraction from the big picture. The real concern is what comes next. In this update we explore five key considerations for a solid long-term investment philosophy....

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It Is a Tougher Game When Central Banks Turn Hawkish

Jun 29, 2022

Volatility continues to plague the S&P 500 following the Fed’s latest attempt to curb inflation. With more aggressive repricing necessary and market bottom still to come, it’s important to look beyond the hiking cycle and focus on the long term....

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Can your risk tolerance change?

Jun 15, 2022

Tolerance to investment risk doesn’t tend to change much until retirement. Learn about three factors that can break this general rule....

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John DoeMFDASINGLE

Financial Advisor, Assante Financial Management Ltd.

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

15 Wertheim Ct
Richmond Hill, Ontario
L4B 3H7 Canada