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. 

Paula Swick

Advisor

Since 2008, Paula has been providing clients with the recipe for financial health. A nurturer by nature, Paula has a distinct way of educating, guiding, and building a wealth plan for her clients without intimidation. Her approachable demeanor creates her unique success of enabling trust with everyone she meets. As far as credentials, Paula strives to stay current and demonstrate expertise in her field. She obtained her Mutual Fund License in Feb 2008, her Ontario Life Insurance & Segregated Fund License in Feb 2008 as well as her Branch Manager License in 2013. Paula believes in learning for life – she consistently takes courses on an annual basis to ensure her knowledge base represents the current needs of her clients at all times. Using budgeting and wealth strategies, Paula can take a client from the beginning stages of asset wealth to a complex portfolio of wealth management. With a primary focus on ‘real’ families that need to strengthen their financial plan from the primary child rearing years all the way to retirement, Paula can listen, plan and execute the right strategy to get you to achieve your goals every time.

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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

10 Second Street N
Stoney Creek, Ontario
L8G 1Y6 Canada