Maria Diaz, CFP®, CIM®

Senior Wealth Advisor

People deserve financial independence and freedom and that’s why I do what I do. At the age of 24 I moved from Colombia to Canada and my main challenge was not the weather or learning a new language but it was financial security. I realized that many people, even highly successful business professionals and entrepreneurs need an understanding ally to help them achieve their financial goals.
I came to Canada as a Business graduate, and was very fortunate to find work at a financial advisory office. I soon saw the need for responsible financial advise and the impact it can have on people’s lives. I discovered my passion for finance and helping others, achieve financial security and freedom.
Assante Capital Management Ltd. has given me a comfortable home where I can live that vision and assume a leadership role.

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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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. 

Recent Posts

The Next Wave in Emerging Markets

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Last year’s headwinds are becoming this year’s tailwinds on a global scale. Look beyond the noise and discover why emerging market equities deserve a fresh look....

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Can spending money save you money? Well, in a way, yes. Find out how improvements you make to your vacation property can mean less tax on capital gains down the road....

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Adopting a time-horizon mindset

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It’s only human nature to follow the markets and monitor our investments. But focusing on when we need the money helps us psychologically and financially....

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Office Address

21 St. Clair Avenue East Suite 1105
Toronto, Ontario
M4T 1L9 Canada