Our Philosophy: We believe that Investors deserve transparent, valuable & comprehensive financial advice (delivered in a way that they understand) that helps grow and preserve their net worth.
Investments, wealth planning and financial advice can be confusing. Our experience in the financial services industry has shown us that generally, this is by design, so that investors don’t question the advice given.
We aim to break that mould and deliver transparent advice that provides real value to clients, encouraging questions and educating our clients along the way.
We joined CI Assante Wealth Management to be able execute on this philosophy, and deliver an impeccable level of service and value to individual investors, families and corporations.
In order to execute on our philosophy, we focus on Client Relationships, our unique Investment Process, and understanding the dynamic financial landscape we all exist within. When these factors combine, our approach delivers valuable advice to our clients.
We work for our Clients.
Our relationship with Clients must be transparent, honest and built on trust. We build trust, and deliver transparency by:
When we meet, we will go into detail on our investment process and how clients benefit from our expertise. Our investment process focuses on:
Human beings and the financial markets have common ground: both have constantly changing variables. This poses unique challenges to both Advisors and Investors; you need an Advisor who confronts and adapts to change on your behalf. We do this through: