Welcome

As an Assante advisor with 34 years of experience, I have always maintained that integrity and trust are the cornerstone of any Client/Advisor relationship. As a Senior Financial Advisor, my goal is to help my clients achieve financial independence and the kind of life they want to live and especially through the retirement years.

I pride myself on offering wealth, investment, tax and estate planning advice combined with service excellence to my clients, and to their families and friends. My goal is to simplify and enhance the life of my clients; that’s why I’m here!

My administrative team consists of Chantal Rancourt, Eric Malette and Alain Malette. We are here as a team to serve all client needs.

Behind my team and myself are the resources and expertise of CI Assante Wealth Management, one of Canada’s largest independent financial services firms. Assante’s professional team of experts includes lawyers, accountants, and financial analyst to complement me as your Senior Financial Advisor. An exceptional resource for me as advisor and an added value for you the client.

As your Assante Advisor, I believe that every client is unique with specific needs and goals. By developing a one-on-one relationship with each client, this provides the necessity to create a tailored approach for each client.

Please browse through my website to view the many financial ideas, links and tools.

Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by the professionals of the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP. which is a wholly owned subsidiary of CI Financial Corp.

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 Malette

Senior Financial Advisor
Advisor

As an Assante advisor with 34 years of experience, I have always maintained that integrity and trust are the cornerstone of any Client/Advisor relationship. As a Senior Financial Advisor, my goal is to help my clients achieve financial independence and the kind of life they want to live and especially through the retirement years.

I pride myself on offering financial, investment, tax and estate planning advice combined with service excellence to my clients, and to their families and friends. My goal is to simplify and enhance the life of my clients; that’s why I’m here!

My administrative team consists of Chantal Rancourt, Eric Malette and Alain Malette. We are here as a team to serve all client needs.

Behind my team and myself are the resources and expertise of CI Assante Wealth Management, one of Canada’s largest independent financial services firms. Assante’s professional team of experts includes lawyers, accountants, and financial analyst to complement me as your Senior Financial Advisor. An exceptional resource for me as advisor and an added value for you the client.

As your Assante Advisor, I believe that every client is unique with specific needs and goals. By developing a one-on-one relationship with each client, this provides the necessity to create a tailored approach for each client.

Please browse through my website to view the many financial ideas, links and tools.

Recent Posts

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....

Read more

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....

Read more

Retirement and the “where” factor

Sep 09, 2021

Closing your eyes and envisioning where you’ll retire might seem like a flight of fancy. Find out why it’s actually a constructive retirement planning exercise....

Read more

Richard Malette

Senior Financial Advisor
Advisor

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

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