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. 

Rob MacRae, R.F.P., CFP, CIM

Senior Financial Advisor

I currently serve as a Senior Financial Advisor at Assante Capital Management Ltd.  I am a founding shareholder of Assante Wealth Management.

I have been a guest radio host in the role of resident financial authority from 1994 to 1997 prior to being a weekly expert on talk radio from 2008 through 2010.  I have been quoted as a financial specialist in national print media dating back to 1999.  Since 1991 I have hosted over 100 public seminars on financial success.

My educational accomplishments include three degrees, a Bachelor of Physical Education, Bachelor of Education and a Bachelor of Business Administration with honors.  Professionally I am a decorated financial planner holding the certifications of Certified Financial Planner, Registered Financial Planner and Certified Investment Manager.

My proudest accomplishment is my family, which includes my wife Marie and children Sarah, Riley and Meghan.

Recent Posts

(The Process Of) Economic Normalization and What That Means for the Outlook

Jul 02, 2024

Some positive signs of economic normalization have emerged, yet fiscal policy is stuck in pandemic-era liberality. Find out how this misalignment could impact your portfolio....

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Determining which donation method suits you best

Jun 18, 2024

You can choose from at least seven common charitable giving methods—each with its own financial benefits. This may seem overwhelming, but we’ve got a way to simplify your choice....

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Profit by overcoming investment biases

Jun 18, 2024

Herd behaviour is often named as the most common investing bias. Can you believe financial behaviourists have identified more than 20 others? Learn about the ones to watch out for....

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Rob MacRae R.F.P., CFP, CIM

Senior Financial 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.

 

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Office Address

25 Main Street West Suite 1110
Hamilton, Ontario
L8P 1H1 Canada