Does your investment advisor meet all of your wealth management needs?

Learn how complete wealth management can help achieve your financial goals »

Safeguarding your family’s financial future

with complete wealth management services »

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. 

Pat Horning, CFP

Senior Financial Advisor

Recipient of the Advisor of the Year Award

Patrick Horning of Regina has earned the highest national award bestowed upon professionals in Canada’s financial planning industry.

Horning, a Senior Financial Planner with Assante Financial Management Ltd., was the  recipient of the 2003 Advisor of the Year Awards sponsored by Advisor’s Edge magazine, a publication of Rogers Media Inc.

A panel of industry leaders judged advisors’ actual case studies to determine the five national award winners, one from each of five regions (British Columbia and the Territories, Prairies, Ontario, Quebec, and the Atlantic).

The awards honour Canada’s finest financial advisors for serving their clients’ needs with professionalism and dedication. Horning specializes in pensions, estates, retirement services and managed investments.

“Our clients face more and more complex problems Horning says. “I believe the keys to helping people succeed are, first, to take time to appreciate their particular situation and, second, to provide them with understandable options in order to meet their objectives.

“You must establish long-term relationships, preserve your clients’ assets, use only proven solutions and investments, and work with accountants and lawyers to ensure all issues are addressed.”

Horning holds a Bachelor of Administration degree from the University of Saskatchewan and numerous financial accreditations in certified and professional financial planning, insurance, investments and licensing. He is a member in good standing with the Financial Planners Standards Council.

Helping You Achieve Your Goals and Dreams

Planning for your financial future is more than just looking at numbers.  To me, it's the people and dreams behind the figures that matter the most.

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build 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. 

Recent Posts

The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

Read more

Borrowing to invest

Sep 09, 2021

Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....

Read more

Lesser-known ways to profit and save

Sep 09, 2021

Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

Read more

Pat Horning CFP

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

12639 21A Avenue
Surrey, British Columbia
V4A 7P6 Canada