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. 

Nick Fallon, CFA

Senior Financial Advisor

For almost 25 years, I have been helping Canadians achieve their financial and lifestyle goals by providing them with personal financial planning and investment management services. As a Senior Financial Advisor and Assistant Branch Manager at the Assante Capital Management Ltd., 1001 Burns St. E. location in Whitby, Ontario, I draw on the expertise of a team of portfolio, tax and estate specialists at Assante to give my clients peace of mind and the freedom to focus on other important things in their lives. Through this access to in-depth knowledge and expertise, I am dedicated to coordinating and managing my clients' evolving needs, from insurance and retirement planning to tax and business matters.

I am a graduate of McMaster University. After receiving my Bachelor of Arts, I obtained my Chartered Financial Analyst designation and am a member of the Association for Investment Management and Research, as well as the Toronto Society of Financial Analysts.

Prior to joining Assante Capital Management Ltd.'s predecessor company, Equion Securities, I was a Foreign Exchange Specialist at a major Canadian bank. At Equion, I ran the firm’s innovative Managed Money Research Dept in addition to managing the investment and financial planning needs of a select group of clients.

As co-author of the best-selling Top Funds series of books, I have been interviewed on national television and radio as well as appearing in Canadian newspapers.

My wife and I are the proud parents of twin boys. Active members of our community, we also enjoy travel and weekends at the cottage. In addition, I am an avid golfer, sailor and runner.

Insurance products and services are provided through Assante Estate and Insurance Services Inc.

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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

1001 Burns Street East Suite 1
Whitby, Ontario
L1N 6A6 Canada