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. 

Philip Heffernan, CFP

Investment Advisor

Philip Heffernan is an Investment Advisor and Certified Financial Planner professional located in Rothesay, New Brunswick.  Philip joined  Assante Capital Management Ltd. in 2017 bringing over 25 years of experience in the financial services industry.  Philip grew up in Saint John and graduated from University New Brunswick in Fredericton.  Specializing in tax and retirement planning, he provides complete advice to pre-retirees and retirees. He firmly believes in putting his clients' needs first and works with them to create a stable retirement. 

Philip is family oriented and loves spending time with his wife and their four children –they spend the majority of their free time at the family cottage, boating and are preparing for their first grandchild!  Family comes first to Philip and that’s one reason he loves helping his clients reach their goals, so they can focus on what is most important to them.

As part of Assante’s Complete approach our advisors will work with your current accountant, lawyer, insurance provider etc to build your plan or they can leverage the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP. for support.

 

Recent Posts

2022 Multi-Asset Outlook

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Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....

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RRIF, meet JLTD

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If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....

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Prepare for the unexpected

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The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....

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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

34 Marr Road Suite 4
Rothesay, New Brunswick
E2E 2R5 Canada