Roberta Colabufalo, FCSI, CIM
Senior Financial Planner
Roberta has worked in the financial services industry as a Financial Advisor since 1994 and joined Assante Capital Management Ltd. in 2006. Roberta holds the professional designations of Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) and is also registered as a life and accident & sickness Insurance Advisor. She specializes in helping her clients accomplish their goals through estate, retirement, tax and wealth planning. Roberta’s approach to coaching clients incorporates wisdom from both her personal and financial experiences.
Roberta is also an advocate for personal wellness and is in the process of establishing a foundation to help educate women on nutrition and natural therapies for integrative breast cancer prevention and care.
Insurance products and services are provided through Assante Estate and Insurance Services Inc.
Monetizing the Tech Revolution
Nov 21, 2023
Want to stay ahead of the curve? Don’t stand on the sidelines of #innovation—get involved and find out how savvy investors are monetizing advancements in #technology. Discover insights and strategies to help turn change to your advantage....Read more
Pressure Continues to Build
Oct 26, 2023
As we wait for the inflation bubble to pop, market dynamics are shifting to lower-risk assets. Discover why alternatives are gaining ground as equities lose their luster....Read more
Have you planned for digital assets
Oct 02, 2023
Imagine your executor needing to access your bank account without your password. That’s just one reason it’s critical to include digital property in your estate plan....Read more
Leave a Note
Please fill out the form below