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®

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 Administration 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 is a Certified Financial Planner professional and keeps her certification current with at least 25 hours of continuing education annually.  

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

Recent Posts

I’ll be gone anyway, so why plan my funeral?

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Thinking about your own death may be uncomfortable, but here’s why prearranging your funeral and sharing your wishes with loved ones is a good idea....

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Diversification working on a comeback

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The 60/40 portfolio took a hit over the past few years, but diversification isn’t down for the count. As monetary policy continues to shift, look out for a comeback!...

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Muted Markets and More Volatility

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Fed policy watch continues in the second half of 2024 as many sectors (except tech) turn negative. Find out where opportunities lie in today’s narrow market conditions....

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Patti Huck CFP®

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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