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 Morrisey

Senior Financial Advisor

Michael has the education and experience to back up his advice. He is licensed in securities and insurance, together with an MBA in finance and statistics. This allows Michael to understand your financial goals and recommend the best solutions to meet those goals. He has been building his very successful client focused wealth management practice since 1987. His integrity and abilities are rewarded through generous client referrals and by Assante's executive team, with invitations to sit on regional, national, and chairman’s councils.

Recent Posts

Help your child purchase a home with an FHSA

Mar 15, 2023

What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....

Read more

Investing during a market recovery

Mar 15, 2023

Is it reasonable to sit on the sidelines if a recovery is choppy? Is it acceptable to invest more if it’s smooth? Find out what you can do and shouldn’t do when the market is rebounding....

Read more

Split your income to save tax

Mar 15, 2023

There are limited ways to earn income and pay no tax. However, there are many ways to pay less tax....

Read more

Michael Morrisey

Senior 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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

1509 Wilson Street West Suite 1
Ancaster, Ontario
L0R 1R0 Canada