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

Canadian Equity Alpha: Overcoming the Headwinds

Sep 02, 2025

The performance gap with the U.S. still weighs on Canada’s growth. Learn why the Canadian economy continues to lag, where opportunities lie, and the impact on investors....

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Finding the Few Winners: Munro’s Strategy for Long-Term Growth

Jul 29, 2025

In a market flooded with speculation, real growth is rare. Discover how global equity experts uncover lasting opportunities in a volatile global market....

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The importance of including your pets in your estate and incapacity planning

Jul 24, 2025

Estate plans should cover pets too. Learn how to protect your pet’s future if you become unable to care for them....

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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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