Robert-Yves Mazerolle, CFP, CIM, RIS
Senior Financial Planning Advisor
Robert-Yves Mazerolle is a Senior Financial Planning Advisor and has been working in the Financial Services industry since 1989. Prior to joining Assante Capital Management Ltd. in 2000, he worked in the Wealth Management division of one of Canada’s leading chartered banks, providing clients with financial guidance in Investment and Estate Planning.
Aside from a Business Management certificate from Université du Québec à Montréal, he has a Certified Financial Planner certification and also holds the Canadian Investment Manager (CIM) designation.
Robert-Yves is strongly positioned to provide integrated wealth management solutions to individuals and families in several provinces in both official languages. Through his firm, he has access to experts in investment analysis, portfolio management, tax lawyers, accountants, insurance specialists, wealth planners, as well as banking and mortgage specialists.
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.
Passions and Involvement
In his spare time, Robert-Yves loves to play traditional music with friends and enjoys working on his hobby farm. He also serves on the board of a couple of not-for-profit organizations within his community.
On the Edge of Recession
Jan 25, 2023
Global economies are struggling to find equilibrium in the wake of the great re-opening. Will 2023 be the year of recovery or of recession? The answer may vary by country....Read more
Multi-Asset 2023 Year Ahead Outlook
Dec 22, 2022
Start the new year well-informed! Our 2023 Investment Outlook shares our forecasts for inflation, currencies, fixed income, and equity to help you navigate the year ahead....Read more
Should market conditions affect how you invest?
Dec 15, 2022
The conventional wisdom is for long-term investors to invest more money during bull markets and invest less money during bear markets. True or false?...Read more
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