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. 

Knowing the right thing to do with your finances and finding the time to do so can be a difficult task. 

As an Assante advisor, I put all the pieces together for you. I will get a complete understanding of your financial situation, your goals and aspirations, and then provide comprehensive, integrated solutions tailored to your specific needs.
 

- Patrick Gilmour, CFP®

Why our clients work with us

Integrated wealth management

The combination of traditional investment advice with insurance, tax and estate planning takes your entire financial situation and future lifestyle objectives into consideration.

Investment choices

Your investment strategy is what makes your money grow. Every investor is different, which is why we will recommend an investment selection based on your unique goals, risk tolerance and timeline.

Access to in-depth expertise 

You have access to tax-efficient solutions from the Wealth Planning Group of  Assante Private Client, a division of CI Private Counsel LP. We will act as your primary contact overseeing all your financial needs, so you can enjoy more time with your family, or pursuing your other dreams.

 

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 →

Recent Posts

Fighting Inflation with Crucial Rate Conditions

Nov 01, 2022

Curious to know why aggressive rate hikes haven’t lowered inflation? Discover the impact of marginal cooling and how three crucial rate conditions will help to fight inflation in the upcoming months....

Read more

Mark-to-Market Isn’t Giving You the Complete Picture

Sep 30, 2022

What does “mark-to-market” really measure? Discover how stocks, bonds, and residential real estate values are skewed through the lens of a flawed valuation method....

Read more

In the world of investing, time is your friend

Sep 15, 2022

Market downturns and recoveries are easier to handle when you look at the long term—and at the silver lining....

Read more

Leave a Note

Please fill out the form below

Office Address

90 Johnson St
Kingston, Ontario
K7L 1X7 Canada