The Assante Story

When you choose a CI Assante Wealth Management advisor, you are joining a national success story.

Established in 1995, Assante has since become one of the largest wealth management firms in Canada, supporting over 900 advisors who oversee approximately $46 billion in assets for clients and their families nationwide.

In 2003, Assante was purchased by CI Financial Corp. – a diversified wealth management firm and the third-largest investment fund company in Canada – bringing additional financial strength and resources to the Assante organization. Since becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index.

The advantages are clear

You can feel secure knowing that your financial needs are being looked after by an Assante advisor. Our comprehensive approach takes into consideration each piece of your financial situation to solve the puzzle of building and preserving your wealth.

With access to a wealth of tools and resources, our advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Global Asset Management, and CI Assante Private Client, a division of CI Private Counsel LP.

Our core values of integrity, passion and professionalism drive our business. It's through our all-encompassing approach, which offers a comprehensive and integrated range of services and advice that your Assante advisor can partner with you to tailor a strategy that meets your unique needs and simplifies and enhances your financial well-being.

To find out more about CI Assante Wealth Management, please visit our public website.

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. 

Michelle Lo, EPC

Financial Advisor

Michelle first ventured into the financial industry when she was hired as an administrative assistant in 2011. By 2012, she became her licensed assistant, having successfully completed the Life License Qualification Program (LLQP) exam and the Canadian Investments Funds Course (CIFC). After pursuing a post-graduate degree in International Development Studies and yet realizing her true passion in helping clients find customized financial solutions, she decided to return as a financial advisor.

Michelle gains great satisfaction in knowing that her clients have the proper tools and protection in place to achieve financial success. She works towards being a financial advisor that clients can count on through the different seasons in life. She also continues to work in the areas of client management systems and compliance for Wyse Financial Solutions Inc.

Michelle enjoys the simple things in life, like being in nature or having a coffee with a friend. She also loves volunteering with international development organizations, whether this is done locally, or by participating in short-term overseas trips.

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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

1 Valleywood Drive Suite 300
Markham, Ontario
L3R 5L9 Canada