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. 

Richard Alderman

Financial Advisor

A Complete Approach to Wealth Management

Wealth Management is a term often used in the financial industry, but not often defined or understood by clients.  As a wealth manager, our role is to pull all the financial pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation.  A wealth plan will encompass your entire financial well-being; from investments and insurance, to tax planning and estate planning, to your business interests, to the unique opportunities and challenges in your personal and family's wealth matters.

Using a personalized, comprehensive approach, our wealth planning process doesn’t stop there.    You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice.  As the main source for all of your wealth needs, we work with your professionals to help you make the right decisions.

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

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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

124 St. John Street
Fredericton, New Brunswick
E3B 4A7 Canada