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. 

Recent Posts

Welcome to forecast season

Dec 16, 2024

It’s January, which means you may come across market predictions for 2025 in the media. See why putting stock in these forecasts can be harmful psychologically and financially....

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Have you built charity and philanthropy into your estate plan?

Dec 16, 2024

Learn the difference between “charity” and “philanthropy” and how to incorporate giving into your estate plan....

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Are you a Canadian resident with U.S. property?

Nov 25, 2024

Snowbirds who own a U.S. property face estate planning complexities, making it essential to seek advice from a cross-border specialist....

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Melissa Chung MBA, LL.M

FINANCIAL 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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