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

It Is a Tougher Game When Central Banks Turn Hawkish

Jun 29, 2022

Volatility continues to plague the S&P 500 following the Fed’s latest attempt to curb inflation. With more aggressive repricing necessary and market bottom still to come, it’s important to look beyond the hiking cycle and focus on the long term....

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Can your risk tolerance change?

Jun 15, 2022

Tolerance to investment risk doesn’t tend to change much until retirement. Learn about three factors that can break this general rule....

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Buy low, sell high—the challenges and opportunities

Jun 15, 2022

It’s said that successfully buying low and selling high only favours the fortunate—but did you know you’re likely benefiting from this investment ideal right now?...

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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