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. 

 

We are a financial planning practice dedicated to growing and preserving client wealth.  We work with clients to create tailor-made retirement, investment and insurance plans.

To us, financial planning is more than just numbers: it is the people and dreams behind the figures that matter the most.

We believe in strong, long-term relationships with our clients.

As Certified Financial Planner professionals, we can help you gain peace of mind and achieve your life dreams, whether it is a worry-free retirement, running a business, sending children to college, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause.

We are focused on helping individuals, families and business owners meet their financial goals.

Our “Step-by-Step” approach simplifies and enhances our clients' lives.

Fernandes Financial Inc. is an outside business activity that may offer non-securities-related financial planning services.  Any specific investment recommendations provided by this group must be done through Assante Financial Management Ltd. ("Assante"), a registered mutual fund dealer.  Although Assante is not responsible for any service or product supplied through Fernandes Financial Inc., Assante will monitor for conflicts of interest, and investigate any client complaints related to services offered by Fernandes Financial Inc.  Insurance products and services are provided through Fernandes Financial Inc.

 

 

Rui Fernandes, CFP, CH.F.C.

Financial Planner

Rui has been providing professional financial planning services to clients for over 31 years and specializes in retirement and estate planning. Rui has obtained the CFP designation with the Financial Planners Standards Council (FPSC) and is a member of the Financial Advisors Association of Canada (ADVOCIS).

Recent Posts

Determining which donation method suits you best

Jun 18, 2024

You can choose from at least seven common charitable giving methods—each with its own financial benefits. This may seem overwhelming, but we’ve got a way to simplify your choice....

Read more

Profit by overcoming investment biases

Jun 18, 2024

Herd behaviour is often named as the most common investing bias. Can you believe financial behaviourists have identified more than 20 others? Learn about the ones to watch out for....

Read more

How to avoid or minimize the OAS clawback

Jun 18, 2024

Will you ever be at risk of having your Old Age Security (OAS) pension clawed back? We’ve got four strategies to reduce the clawback—or even prevent it altogether....

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

3300 Bloor Street W Suite 680, West Tower
Toronto, Ontario
M8X 2X2 Canada