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. 

Melissa Chung

FINANCIAL ADVISOR

My career has been focused on investment management, with an emphasis on high-net-worth clients. I am particularly effective in gathering client information, analyzing economic and business data and trends, and providing astute recommendations based on each client’s risk profile.

My knowledge of financial operations comes from a breadth of experience that includes big banks, mid-size boutique firms, and independent firms. I’ve worked with pension plans, private equity, and portfolios of all sizes.

One of my greatest strengths is innovation, which I believe is a cornerstone of any successful enterprise. I am energized by working in cross-functional teams to solve complex problems, and I enjoy the communication challenge inherent in these types of groups.

My father immigrated to Canada from Hong Kong in 1967 with only $100 in his pocket. He slept on the grounds of the restaurant where he worked as a waiter to save money. He was successful in drawing upon his analytical skills, business instincts, vision, leadership, and entrepreneurial focus to develop a unique idea in an untapped market.

Today, my family owns and runs a global platform for which I serve as a consultant. From a young age, I watched my family’s business gain market share despite competing with global firms, and I learned first-hand how to maintain a competitive edge and deliver outstanding, customized service.
As a small business owner, I’ve learned how to make quick decisions and adapt to customers’ needs—eventually landing the Microsoft and VIA Rail pension plans. I helped raise $2M of private funding and secured million-dollar consumer packing contracts with Fortune 500 companies including Motorola Mobile and Coca Cola.

Recent Posts

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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Borrowing to invest

Sep 09, 2021

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

Sep 09, 2021

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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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

7270 Woodbine Avenue Suite 307
Markham, Ontario
L3R 4B9 Canada