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. 

A Complete Approach to Wealth Management

At Assante, we help to simplify your life by managing all of your financial and wealth management needs in one place.

As your trusted advisor, I act as your Personal CFO to pull all the pieces of your financial life together and provide you with an overall perspective, that integrates advice on all aspects of your financial well-being: from investments, insurance, to tax solutions and retirement planning, projections and income to estate planning.

You may have a number of professionals who provide you with sound advice in their specific areas of expertise; however, each may be working in their own specific area and making recommendations without the full knowledge of the others’ advice.  Decisions in one of these areas may have an impact on another area and on your overall financial well being.  We look to provide advice that incorporates all aspects of your financial life, and the impact to your overall situation. 

Supported by a team of professionals including lawyers, tax accountants and financial and investment analysts, we will help you make more informed decisions with your personal and family wealth.

Discover the Assante difference.

Scott Masters, CFP, FCSI, FMA

Senior Financial Advisor

Scott Masters is a Senior Financial Advisor with Assante Financial Management Ltd., and has spent over 18 years in the financial services industry as a financial advisor and as a vice president for a large wealth management company.

Supported by a team of professionals including lawyers, tax accountants and financial analysts, Scott uses a holistic planning approach, offering advice on all aspects of a client’s financial well-being, from investments and insurance, to retirement, tax & estate planning.

Scott achieved the Certified Financial Planner designation in 2004, the Financial Management Advisor (FMA) designation in 2008, and also holds a bachelor’s degree from the University of Manitoba (1998).

In 2008, Scott became a Fellow of the Canadian Securities Institute (FCSI), which places him in an elite group of only 5% of Canadian financial advisors that carry this prestigious designation. The FCSI designation is awarded to a select group of experienced financial services professionals who meet the highest standards for advanced education, ethical conduct, industry experience, and a strong endorsement from their peers.

Scott and his wife have two sons, Tyler and Brayden. Away from the office, he enjoys golfing, reading, travelling, coaching and watching his kids' activities, and spending time with his kids.

 

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

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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.

 

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Office Address

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