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. 

Roy L. Willis

Financial Advisor

Roy completed his graduate degree in Economics in 1995 and immediately started applying what he had learned in the financial industry on the west coast. In 1997 he moved back to his home province of Alberta and shortly thereafter became a partner at Hein Financial Group and an advisor with Assante Financial Management Ltd. Roy obtained his Certified Financial Planner (CFP) designation in 2004 and continues to add to his knowledge on all things financial with meetings and seminars around North America. Roy has also been a qualifying member of the world wide organization of the Million Dollar Round Table. Roy is a member of Assante’s Chairman’s Council and is also on the board of Assante’s Regional Council. Away from the office Roy is an avid outdoors-man. He has also been involved with coaching football with the Calgary Bantam Football Association and other sporting and charity organizations. Roy is married with three young children. He has been called a lot of things, but his favorite is “Dad”.

Recent Posts

Why drawing retirement income is personal

Dec 23, 2024

Do you know the time-tested formula we can all follow when receiving retirement income? There isn’t one. Learn why each retiree needs a customized income strategy....

Read more

Industrial Revolution 2.0 and Globalization 2.0 Are Both Underway

Dec 18, 2024

Progress never sleeps! Discover the future of work today as AI and robotics both complement and compete with their human counterparts to optimize industries....

Read more

Welcome to forecast season

Dec 16, 2024

It’s January, which means you may come across market predictions for 2025 in the media. See why putting stock in these forecasts can be harmful psychologically and financially....

Read more

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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

221-10th Avenue SE Suite 204
Calgary, Alberta
T2G 0V9 Canada