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 Gimblett, B.Sc., CFP

Senior Financial Advisor

As a Senior Financial Advisor and Branch Owner at Assante Financial Management Ltd., Paul is responsible for recommending and implementing wealth management solutions for individuals, families and businesses. Born and raised in Peterborough, Ontario, Paul has provided financial services to the community and surrounding area for over 27 years. His work involves investment consultation, tax and estate planning, risk management, and life insurance.

Paul holds a Bachelor of Science degree from Trent University (1985). Beginning his career in the financial services industry in 1986 he has be recognized by Manulife Financial and Canada Life Assurance Company several times for his achievements. Paul was also accredited with the Certified Financial Planners designation (2002) by the Financial Planning Standards Council, a national not-for-profit organization that develops, promotes and enforces professional and ethical standards. In 2011, Paul earned a certificate as a Certified Divorce Financial Analyst. Paul is also a proud father of two wonderful daughters.

Recent Posts

How to pay little or no tax on RESP withdrawals

Sep 26, 2023

Did you know that some Registered Education Savings Plan (RESP) withdrawals are taxable, while others are not? We’ve got tax-saving tips for you and your child....

Read more

Why you should watch out for phishing, smishing and vishing

Sep 19, 2023

In the first six months of 2023, 21,299 Canadians lost more than $283 million to reported fraud. Make sure you and your family stay alert when using your computer, phone or another device....

Read more

A New Era of Disruptive Tech

Aug 25, 2023

Tech is gaining speed, literally and figuratively. We are on the verge of a major shift in how we live our daily lives. Find out how new innovations will shape our future....

Read more

Paul Gimblett B.Sc., 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

165 Sherbrooke Street Suite 5
Peterborough, Ontario
K9J 2N2 Canada