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.

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's cash flow and debt management, saving for your children’s education, fulfilling a lifelong ambition, a secure retirement, taking income from your successful business, or leaving a legacy to your loved ones or a cherished cause, I work with you every step of the way.

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

If you are looking for financial solutions that will simplify and enhance your life, please contact me for a confidential consultation that will help you get more life out of the money you already have.

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. 

Marylou Heenan, RRC, CCS

Financial Advisor

Preparing for Retirement

Preparing confidently for the dreamed of retirement is on the minds of most working Canadians age 45 and up.   Marylou’s designation as a Registered Retirement Consultant gives her the specialized knowledge to advise you on the essential steps:

• Set your retirement goals
• Assess your current finances
• List your sources of retirement income
• Evaluate your retirement readiness and risks
• Invest your retirement assets
• Manage your retirement income
• Plan your legacy

Through Marylou’s personal attention and the resources of Assante Wealth Management, you have access to a trustworthy team of professionals who guide you to a solid retirement plan
 

Book a meeting with Marylou:  Call 905.707.5220 or book using the Calendly link below:

www.calendly.com/mheenan

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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

9130 Leslie Street Suite 302
Richmond Hill, Ontario
L4B 0B9 Canada