Notre équipe

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 an 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.

Insurance products and services are provided through Assante Estate and Insurance Services Inc.

Andrew graduated from Wilfred Laurier University with an Honours Bachelor of Business Administration (BBA) degree with a focus in Finance and a minor in Economics in 2013. Prior to joining Roberta in financial advising, Andrew worked at Assante Wealth Management as an Advisor Service Representative from 2013 to 2014. Andrew holds the Certified Financial Planner designation and is also registered as an Insurance Advisor.

As an avid golfer, Andrew enjoys being outdoors or indoors as a devoted member of his hockey and squash teams. Andrew is also a dedicated member of his community, volunteering his time as a Coach for a Mississauga boys hockey team.