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. 

Paul Donato

Senior Wealth Management Advisor

Paul Donato is the Senior Wealth Management Advisor at Dundas Valley Private Wealth Counsel, with over 20 years of experience in the financial services industry. Paul specializes in managing the financial affairs of high net worth families, and focuses on providing innovative and customized solutions to help his clients preserve and enhance their personal and business wealth.

Paul’s principles of wealth creation are founded on an unwavering commitment to value investing and a strong belief in the importance of choosing the right mentors in business, and in life. Paul has been recognized as a member of the Assante Chairman’s Council.

Recent Posts

Have you named a trusted contact person?

Jun 01, 2023

If you haven’t already given us the name of a “trusted contact person,” read why naming one now could help you in the future....

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Transferring the family vacation property: now or later?

Jun 01, 2023

When you sell or give a vacation property to your children, you’ll need to manage the tax liability on capital gains. Should you pay a smaller tax bill now or leave a larger tax bill for your estate?...

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When you retire, financial literacy expands

Jun 01, 2023

Wealth planning in retirement involves new rules, products and strategies—but don’t feel stressed. We’ll keep you informed and help you explore your options....

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Paul Donato

Senior Wealth Management 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

252 King Street West
Dundas, Ontario
L9H 1V9 Canada