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 Liedtke

Senior Wealth Advisor

With over 25 years of experience, Randy has developed a knack for simplifying the process of wealth creation and risk management.

Randy has once again earned his position as a member of the Assante Chairman's Council, a distinction he has held since 2012.

This recognition reaffirms his success as a practice. His team and the team of experts he works with are committed to providing you with the services you need to manage your wealth.

Planning your finances and making wise choices can be a challenge in this complex world.

Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of life for his clients. Among the greatest strengths he brings to his client relationships are knowledge, integrity, commitment to exceptional service and the ability to speak in a language his clients can understand.

A balance of community, family and spiritual life contribute to the wisdom Randy brings to the table. His commitment and follow through come from listening to his clients, and helping them stay on track to get the most out of their plan.

Randy is active in continuing his education through professional associations and participating in projects in the community.

Recent Posts

Have you named a trusted contact person?

Jun 01, 2023

If you haven’t already given us the name of a “trusted contact person,” read why naming one now could help you in the future....

Read more

Transferring the family vacation property: now or later?

Jun 01, 2023

When you sell or give a vacation property to your children, you’ll need to manage the tax liability on capital gains. Should you pay a smaller tax bill now or leave a larger tax bill for your estate?...

Read more

When you retire, financial literacy expands

Jun 01, 2023

Wealth planning in retirement involves new rules, products and strategies—but don’t feel stressed. We’ll keep you informed and help you explore your options....

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

7525 101 Avenue
Edmonton, Alberta
T6A 0J5 Canada