Empowering Dreams

Martin Frenette          

Financial planning is about more than just numbers. To Martin, it's the people and the dreams behind the figures that matter the most.

As an Assante advisor, Martin can help you gain peace of mind and achieve your dreams for the future, whether it's a worry-free retirement, running a business, sending children to college, fulfilling a lifelong ambition, leaving a legacy to your loved ones or to a cherished cause.

Managing your wealth can be complex and time-consuming. Martin can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, he can help you make the right decisions about your wealth and help you build the future you desire.

If you are looking for a financial solution that will simplify and enhance your life, please contact Martin Frenette & Associates for a free and no obligation confidential consultation.

 

Please click here to view snapshots of the types of clients that we successfully work with. To learn more about Assante, visit the About Assante page or click here to view the advantages of working with us.

Recent Posts

Have you reviewed your choice of executor?

Sep 26, 2024

What if the person you chose to administer your estate is no longer interested in taking on the duties? That’s only one of many reasons to periodically review your choice....

Read more

Why tax deferral works

Sep 26, 2024

Everyone loves a tax break. You may not think that just paying tax later counts as one, but deferring tax enables you to get ahead financially now and in the future....

Read more

A new family calls for a new estate plan

Sep 26, 2024

If you have children and remarry, you’ll likely wish to provide for your children in your estate plan. We have five methods for you to consider....

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

2020 Transcanadienne Suite 200
Dorval, Québec
H9P 2N4 Canada