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?



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

Private Markets: Credit Over Equity

May 28, 2024

Alternative lenders are gaining traction as investors seek high yields, tight credit spreads, and low interest rate risk—goals that big banks and private equity can't deliver....

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Consider the timing of leaving an inheritance

May 18, 2024

You may automatically decide to leave an inheritance for your loved ones in your will. However, you might have reason to consider gifting the funds earlier—or even later....

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The Upside of Canada’s Economic Woes

Apr 30, 2024

In moments of pessimism, great returns can be made in the stock market. Uncover how Canadian investors’ negative outlook may drive stock performance as the economy stabilizes....

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Tip of the AI Iceberg

Mar 26, 2024

You ain’t seen nothing yet! AI as we know it is still in its infancy. Get ready for unparalleled growth as AI shapes the future of work, health, leisure, and so much more....

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When a wealth plan is fluid

Mar 21, 2024

Your wealth plan is a roadmap to achieving your life goals—but it’s subject to change for multiple reasons. Find out why this important plan should never be set in stone....

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We Believe...


1. We are stronger together.


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


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


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


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


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


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


8. 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