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. 

We listen. We plan. We Deliver.

We have a fundamental belief that we can help any individual, family, or business achieve any financial and life goals.

Through our combined 55 years of experience, and our strong network of highly skilled and creative professionals at Assante Private Client and beyond, there has never been a situation that we have not been able to add value and provide a significant impact. Ken and Joe manage approximately $170 million dollars of clients' wealth across Canada.   

We simplify people's lives by advising in many areas so that you can gain peace of mind, achieve your dreams, and create a legacy and lasting impact on loved ones and cherished causes.  

All aspects of your financial well-being from: 

  • Investments
  • Retirement
  • Insurance
  • Tax
  • Estate planning

would be carefully monitored and adhered to.

Our team of professionals includes: 

  • Lawyers and Notaries
  • Tax accountants
  • Financial Analysts
  • Financial Planners
  • Estate Practitioners
  • Mortgage specialists

With this support and our vast experience, we can help simplify your life and help you make the right decisions about your wealth and build the future and legacy you desire.

If you are looking for a trusted advisory team to work with for many years to come to help enhance your life, please contact us for a confidential consultation. 

 

Insurance products and services are provided through Assante Estate and Insurance Services Inc.

Joe Pizzuco

Senior Investment Advisor
Financial Security Advisor

Being the proud son of hard working and successful Italian immigrant parents, Joe has learned from a young age the many lessons and habits required to build wealth, grow and preserve it, and the impact proper wealth management has on many lives. 

These core lessons, encountering numerous and diverse client financial situations over his extensive 20 years of Advisory experience, and supported by the many talented specialists at Assante Private Client and Assante Estate and Insurance Services Inc, there really is no challenge too great to overcome or dream too big to accomplish. 

Joe is fully licensed in Investments and Insurance solutions. Together with his dynamic team and strong network, he is able to properly advise clients and businesses throughout every phase in their lives. 

Having lost his father at a young age to Cancer, Joe is deeply rooted in trying to help and inspire others through healthy lifestyle choices. He volunteers his time to many charitable organizations and is committed to helping others achieve their philanthropic goals and causes. 

 

Recent Posts

Will Higher Inflation Lead to Higher Returns?

Nov 15, 2021

What impact will higher inflation have on investment returns? Alfred Lam and Marchello Holditch break down the current economic factors to find out....

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Energy Gridlock: The Sign of Economic Slowdown?

Oct 27, 2021

Global energy issues have caught investors’ attention over the past month. Find out how we got here and whether the shortages are the sign of a broader economic slowdown....

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The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

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Joe Pizzuco

Senior Investment Advisor
Financial Security 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

2020 Transcanadienne Suite 200
Dorval, Québec
H9P 2N4 Canada