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. 

Patti Huck, CFP

Branch Manager,
Financial Planning Advisor

Patti has been in the financial services business since 1990, working part-time as she attended university.  Upon graduation with an Honours Bachelor of Business Adminstration degree (Wilfrid Laurier University), Patti began working in the financial industry full-time.  Her predecessor firm joined the Assante family in 1996.  She is mutual funds and insurance licensed.  Patti has achieved her Certified Financial Planner (CFP) designation and keeps her certification current with at least 30 hours of continuing education annually.  She is also qualified as Branch Manager.

Outside of the office, Patti enjoys spending time with her husband and two young sons.

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....

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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....

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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....

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Patti Huck CFP

Branch Manager,
Financial Planning 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.

 

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Office Address

2 - 649 Scottsdale Drive
Guelph, Ontario
N1G 4T7 Canada