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. 

Welcome!

The accumulation of wealth is the result of hard work, discipline and astute management.  It’s growth, preservation and protection deserve equal attention.   Our strength lies in the fact that we are dedicated to helping our clients define, and achieve their financial goals and experience peace of mind. 

 Some of the top 6 questions we hear are:

 Am I going to be okay? 

What happens to our savings if one of us gets sick or dies?

How can I pay less tax, now and at death? 

Can I retire at “insert age”? 

How do I get paid efficiently in retirement?

Do I pay down my debt or save more? ….

Our team of accredited professionals, has worked with many families, and business owners to build and customize a financial plan.  We coach our clients through all of life’s transitions, to help them address not only these questions, but many other planning questions.  Life happens, and things change, and so it is our belief that your financial plan is regularly monitored, updated and adjusted.  

Juana Baldwin, CFP

Financial Planning Advisor

Juana has over 20 years experience in the financial services industry.  Sincerity, integrity and dedication to exceptional personalized service, through a comprehensive planning approach are her core values. 

Finances can cause stress, and the financial world can be difficult to understand.  Juana is passionate, about working with her client family to educate and coach them on their path to financial well-being.  She believes that by getting a full understanding of her clients financial and lifestyle needs, she is able to work with them to put together a plan to achieve, protect and obtain realistic goals.   It is an on-going, interactive relationship and together, through all stages of life, the drive is to both simplify and enhance clients lives through integrated planning solutions.

Juana has a passion for learning and believes in the importance of creating financial literacy, and enjoys speaking at different events.  

Juana is happily married, and a very proud step-mom.  She also has 2 dog-children (both adoptees from the Winnipeg Humane Society).    You may find her out and about on local hiking trails, near a ball diamond, camping (still using a tent), at a curling rink or enjoying local musicians.   Her passions at home, include reading cooking, and paper crafting.

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....

Read more

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....

Read more

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....

Read more

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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

1536 Gamble Place Second Floor
Winnipeg, Manitoba
R3T 1N6 Canada