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

Concerned about world events?

Jun 23, 2026

When the recent Middle East conflict broke out, many investors wondered whether it would eventually affect their portfolios. Some global events don’t affect markets, while others trigger corrections or crashes....

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The FHSA turns three

Jun 23, 2026

Since the First Home Savings Account was launched three years ago, several strategies have emerged to help future homeowners use it to their best advantage....

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Valuable RRIF withdrawal strategies

Jun 23, 2026

Mandatory withdrawals from your Registered Retirement Income Fund are taxed as income, but these key strategies can help minimize your tax liability and protect your retirement nest egg....

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TFSA: The Gen Z’s and millennials’ friend

Jun 23, 2026

Think Tax-Free Savings Accounts are just for basic savings? Learn how you can use targeted investments within a TFSA to fuel tax-free wealth and work strategically alongside Registered Education Savings Plans....

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Be wary of identity theft

Jun 23, 2026

Identity theft is now the top fraud reported in Canada. Read about the sneaky tactics scammers use and learn the essential online habits you need to adopt today to protect your banking information....

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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.

 

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Office Address

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