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. 

Sean Corcoran, CPA, CA

Branch Manager

I have been serving the communities of St. Catharines and Niagara region as a trusted wealth-building professional for over fifteen years.  I attribute the success I have experienced to my client-oriented approach to developing the "complete" solution. This approach enables me to work as a partner with my clients to develop investment strategies and related wealth management solutions that reflect the complete financial sensibilities and values of each client. 

When entering into a partnership with myself and my team, all of our clients immediately experience the benefits of working with a Chartered Accountant (CA).  As a CA, I possess the specialized knowledge capacities necessary to maximize the wealth of each client not only through developing responsible investment strategies, but through helping each client carefully navigate the labyrinth of taxation.  In effect, I am a resource that can help my clients to both build and retain their wealth.     

I obtained my Bachelor of Accounting degree with Honours from Brock University. I then continued my educational and professional development through working towards and receiving the prestigious designation of Chartered Accountant (CA).  In 2012, I was recognized as one of Niagara's Top Forty Under 40 Business Achievement Award winners. To best serve my clients, I have also successfully completed the following financial services industry courses: Canadian Securities Course, Conduct and Practices Handbook, Professional Financial Planner, Branch Managers Course, and Life License Qualification Program.

Our team strives to provide the highest level of service to our clients and pride ourselves on the relationships we have created.  Contact us at 905-680-3075 or toll free at 1-866-451-9292 to be introduced to our relaxed, flexible approach and environment.

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Corcoran & Partners

Branch Manager

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