Dave Poeta, CFP

Senior Financial Planning Advisor

Integrity and trust are the cornerstones of any client-advisor relationship. This is especially true in the personal financial and investment planning business. A Senior Financial Planning Advisor with Assante Capital Management Ltd. since 2000, David A. Poeta, B. Comm (Concordia University) and a CFP professional since 2010 has fostered literally hundreds of solid relationships built on this very foundation of uncompromising ethics.

Dave’s goal is to “simplify and enhance" his clients' lives. Surrounded by a solid platform of experts, he prides himself on offering financial planning and service excellence to his clients and their families. Dave believes that every client is unique and he develops sincere relationships by working with each of them one-on-one to create tailored programs to accomplish stated financial objectives. 

Dave believes in supporting his community on all levels and is very proud to be an integral part of the Sudbury community. 


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

 

Integrated and personalized wealth management

Wealth accumulation can create both opportunity and complexity. Before we recommend or implement a strategy, we must first ask the right questions to ensure we fully understand your situation. It is our role to prepare and guide you through the critical financial events in your life to ensure you maximize your opportunities and simplify your complexities.  

Although investments are a key component of any financial plan, they are simply one piece of the puzzle. Clients are best served by an integrated and comprehensive wealth planning approach that encompasses Financial Analysis, Risk Management, Tax Management and Wealth Transfer. 

 Our Wealth Planning Process is not a single event, but rather an on-going interaction. As advisors, it is our role to ensure this communication is seamless to make certain your plan helps you achieve your goals.

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. 

Recent Posts

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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Borrowing to invest

Sep 09, 2021

Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....

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Lesser-known ways to profit and save

Sep 09, 2021

Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

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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

363 Falconbridge Road Unit 2
Sudbury, Ontario
P3A 5K5 Canada