Will I have enough for me and my family?

What will happen with my money after I’m gone?

How can I best accelerate and secure my wealth?

 

CORCORAN & PARTNERS

Stronger Today – Tomorrow - Together

 

 

Growing and protecting your wealth today.

Building a better tomorrow for you and those you care about.

Partners with you every step of the way.

 

Don’t make your wealth journey alone.

Partner with a team of financial professionals that can get you there faster.

 

RSVP HERE to meet your financial partner and get the life you earned.

Know More - Achieve More

Enjoy more income in retirement by minimizing the OAS clawback

Apr 28, 2025

Smart planning can help you reduce or avoid the OAS clawback. From income splitting to managing minimum RRIF withdrawals, explore strategies to keep more of your benefits....

Read more

DeepSeek and Trump 2.0: The Future of U.S. Industry

Mar 26, 2025

Have Trump’s presidency and DeepSeek's launch altered the U.S. equity outlook? Join Munro Partners for an in-depth look at Trump 2.0 and the future of AI....

Read more

Charitable giving through a donor-advised fund

Mar 21, 2025

With a donor-advised fund (DAF), you can give tax-effectively to charities now and through your will....

Read more

Can you trust “finfluencers”?

Mar 20, 2025

Millions of followers look to financial influencers on social media for information and advice. Find out about the pros and cons of getting financial guidance in an unregulated space....

Read more

How do you react to market highs?

Mar 20, 2025

It’s said the two emotions that influence investor behaviour the most are greed and fear. See why both can tempt investors when the stock market is booming....

Read more

We Believe...

 

 We are stronger together.

 

As such, we seek to build relationships that last a lifetime.

 

Earning your money takes hard work & can be stressful.  We seek to make managing & building your wealth easy & comfortable.

 

With purpose & planning, you can live the life you’ve dreamed of.

 

Partnering with a team of professionals will help get you there safer & faster. 

 

Through education & written road maps you pursue your dreams with wisdom & confidence.

 

If you live your best life, you can give the best life to others.

 

If managed properly, wealth can be timeless, supporting you & those you care about through generations.

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

109 Russell Avenue
St. Catharines, Ontario
L2R 1V8 Canada