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. 

Helping You Achieve Your Goals and Dreams

Planning for your financial future is more than just looking at numbers. To me, it's the people and dreams behind the figures that matter the most.

Leanne Meier, CFA

Financial Advisor

For over 20 years, I have been helping clients achieve their financial goals.  Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

As a Financial Advisor with Assante Capital Management Ltd., I realize that managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial picture, including investment selection, retirement planning, risk management, and tax and estate planning.  I previously worked as an Investment Counsellor with Assante Private Client, a division of CI Private Counsel L.P.  In this role I met with High Net Worth clients to understand their investment objectives, personal circumstances, and risk tolerances, which allowed me to construct suitable investment portfolios.  I conducted regular client meetings to review portfolio performance, as well as discuss market and economic conditions. I also worked closely with the Wealth Planning Group and clients’ other professional advisors to assist in implementing planning recommendations.   

Assante is owned by CI Financial Corp., which is one of Canada’s largest wealth management firms and has approximately $160 billion in total assets as at March 31, 2018.

I am effectively supported by a team of lawyers, tax accountants, financial analysts, and administrative specialists whose professionalism help me provide excellent client service. 

I am a Chartered Financial Analyst (CFA), which is the most respected and recognized investment management designation in the world. I also hold an MBA degree from the Sauder School of Business at the University of British Columbia. 

I was born and raised in Winnipeg and return every summer to spend time at the cottage with my family.  I enjoy traveling, hiking, and leading an active lifestyle.

I understand the unique challenges and needs of women and enjoy helping them become more financially astute and gain more control over their financial independence. 

I am committed to providing my clients with peace of mind, knowing their financial affairs are taken care of so they can enjoy what they like to do best.

Recent Posts

2022 Multi-Asset Outlook

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Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....

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RRIF, meet JLTD

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If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....

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Prepare for the unexpected

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The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....

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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

1122 - 4th Street S.W. Suite #1440
Calgary, Alberta
T2R 1M1 Canada