John Doe IIROC - [City] Financial Advisor | CI Assante Wealth Management

Le conseil qu’il vous faut, lorsque vous en avez besoin

Nous reconnaissons que vous avez travaillé fort pour acquérir votre patrimoine. Nous savons aussi que vous souhaitez faire du bon travail, bien investir et transmettre non seulement votre patrimoine, mais aussi vos valeurs aux prochaines générations. Nous savons également que la gestion de votre patrimoine peut être complexe et prendre beaucoup de temps. En tant que conseiller Assante, nous vous aiderons à définir et à hiérarchiser chacun de vos objectifs et nous élaborerons un plan patrimonial complet qui vous permettra de les atteindre. Ensuite, nous vous accompagnerons tout au long de votre vie pour vous aider à relever tous les défis et à surmonter toutes les difficultés que vous pourriez rencontrer en cours de route.

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.