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. 

Matthew Aubrey, CFP

FINANCIAL PLANNER

A Certified Financial Planner professional and member of Hein Financial Group since September 2005, and an advisor with Assante Financial Management Ltd. Since 2007, Matt brings a wealth of experience and knowledge to the team. As an advocate of holistic financial planning, Matt works with his clients to develop and implement comprehensive financial solutions based on their unique situations. Being able to offer the right solutions requires staying on top of the trends and events that affect his clients. From the rising healthcare costs and other challenges of the retiring boomer generation to the long term educational and financial planning concerns of young families, Matt is able to present the most comprehensive strategies addressing a wide variety of client needs. Business owners also find a comfortable fit working with Matt. From employee benefit plans to corporate wealth accumulation strategies, Matt works closely with the decision makers to create professional and innovative solutions that are consistent with the goals of the organization. As time allows, Matt enjoys switching up the suit for his hiking boots; when not at work, chances are you will find him and his family in the mountains in search of adventure.

Recent Posts

Will Higher Inflation Lead to Higher Returns?

Nov 15, 2021

What impact will higher inflation have on investment returns? Alfred Lam and Marchello Holditch break down the current economic factors to find out....

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Energy Gridlock: The Sign of Economic Slowdown?

Oct 27, 2021

Global energy issues have caught investors’ attention over the past month. Find out how we got here and whether the shortages are the sign of a broader economic slowdown....

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The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

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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

221-10th Avenue SE Suite 204
Calgary, Alberta
T2G 0V9 Canada