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. 

Maria Mateyk, B. Admin, CFP

Senior Financial Planning Advisor

Helping You Achieve Your Goals and Dreams

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

As Assante advisors, we will help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, fulfilling a lifelong ambition, leaving a legacy to your loved ones or a cherished cause or saving for your children’s education, we will work with you every step of the way.

Supported by a team of professionals including lawyers, tax accountants and financial analysts, we are able to assist in building the future you desire.

If you are looking for a financial solution that will simplify and enhance your life, please contact us for a confidential consultation.

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The Case for Equities

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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

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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

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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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Maria Mateyk B. Admin, CFP

Senior Financial Planning Advisor

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

130 Highland Road East Unit 3
Kitchener, Ontario
N2M 3V9 Canada