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. 

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 is a Certified Financial Planner with over 20 years in the Investment and Insurance business. A graduate of the University of Saskatchewan, Rob is committed to offering his clients the most comprehensive advice to serve their diverse needs. From investments, retirement, estate & tax planning to insurance products, Rob and his team are dedicated to building client relationships through sound, practical financial planning strategies.

Outside of the office, Rob takes great pride and enjoyment in his children’s sporting activities.  When he isn't in the stands cheering on the Huskies, you can find him working on his acreage with his two dogs by his side.

Robert Noel CFP

Senior Investment Advisor
Insurance 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

532 Main Street West P.O. Box 1969
Warman, Saskatchewan
S0K 4S0 Canada