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. 

Michael Holland, MBA, CIM, CFP

Financial Planning Advisor

I am responsible for overseeing the investments and wealth planning needs for individuals, couples and families. I believe in an established, proven, conservative and disciplined approach to wealth management. My strong organizational skills and keen attention to detail ensure comprehensive and effective financial advice is provided for my clients. I believe that having a disciplined and consistent strategy coupled with an ability to understand your needs will help ensure that your wealth is preserved and that your financial goals are achieved.     

I hold an MBA - Master of Business Administration in Finance from Niagara University and have earned my Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) designations from the Canadian Securities Institute. 

A native of Niagara Falls, l moved to Muskoka in 2008 with my wife Dina, and we have two children, Ethan and Ella.

Recent Posts

Inflation Is Not the Only Challenge

May 02, 2022

The Russia-Ukraine war is leading to soaring commodity prices as both nations are major exporters. Rate hikes are also a burden for consumers and borrowers but will help cool inflation in the long run. Discover what this means for investment markets....

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Implications of Russia’s invasion of Ukraine and what this means for the investment landscape

Mar 23, 2022

The Russian invasion of Ukraine is a blatant violation of international law. The invasion has already had consequences for global security. Learn about the implications and what they mean for the investment landscape....

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Concerned about inflation?

Mar 15, 2022

Inflation may leave us helpless when it comes to higher prices. However, there are two ways to get help when it comes to your investments....

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Michael Holland MBA, CIM, CFP

Financial Planning 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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Office Address

384 West Street North Suite 1
Orillia, Ontario
L3V 5E6 Canada