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

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

(The Process Of) Economic Normalization and What That Means for the Outlook

Jul 02, 2024

Some positive signs of economic normalization have emerged, yet fiscal policy is stuck in pandemic-era liberality. Find out how this misalignment could impact your portfolio....

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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....

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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....

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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....

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Do you and your spouse see investing the same way?

Jun 18, 2024

You may assume that spouses with opposite investment personalities face investing challenges, while those who think alike have it easy. Find out why the opposite may be true....

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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