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. 

Randy Gyorkos, CFP®

CERTIFIED FINANCIAL PLANNER ®

 

Randy is a CERTIFIED FINANCIAL PLANNER ® professional with Financial Solutions of Assante Financial Management Ltd. 

​

He has been in the financial services industry since 2006, leaving a career in the oil and gas business to fulfill his passion for the investment world and to help clients of all ages in developing strategies to help them realize their own personal goals.

​

Randy was born and raised in Medicine Hat. Together with his wife Maureen, they continue to raise their family of 5 children and 8 grandchildren, who are the joy of their lives.

Together they have a huge heart for animals. They love traveling to Mexico and Randy is also an avid cyclist. You likely have passed him "on the road" somewhere.

He has volunteered for several groups on the board level; notably Medicine Hat SPCA and CORE Association.

 

Recent Posts

The surprising variety of RESP-eligible programs

Jan 06, 2025

Hundreds of institutions beyond universities and colleges offer programs eligible for Registered Education Savings Plan (RESP) funding. Check out some of the career choices, from paralegal to pilot....

Read more

Wealth planning for empty nesters

Jan 06, 2025

When you’re asked what it’s like to be an empty nester, finances may not be the first thing that comes to mind—but wealth planning can change once children leave home. Find out how....

Read more

Saving tax all year

Dec 30, 2024

At tax time, you look for credits and deductions, but tax-saving opportunities are available throughout the year. We’ve got seven strategies you may be able to use now or in the future....

Read more

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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

336 2nd Street S.E.
Medicine Hat, Alberta
T1A 0C1 Canada