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

Diversification working on a comeback

Oct 28, 2024

The 60/40 portfolio took a hit over the past few years, but diversification isn’t down for the count. As monetary policy continues to shift, look out for a comeback!...

Read more

Have you reviewed your choice of executor?

Sep 26, 2024

What if the person you chose to administer your estate is no longer interested in taking on the duties? That’s only one of many reasons to periodically review your choice....

Read more

Why tax deferral works

Sep 26, 2024

Everyone loves a tax break. You may not think that just paying tax later counts as one, but deferring tax enables you to get ahead financially now and in the future....

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