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

What Happens to Loyalty Points on Death?

Nov 04, 2026

Are loyalty program points, miles and credits part of your estate plan? Here’s why they should be....

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The AI Investment Cycle Is Rewriting the Market Playbook

Oct 28, 2026

Artificial Intelligence (AI) investment is challenging the traditional link between interest rates and equity markets. Explore what this shift means for valuations, volatility and diversification....

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Six Questions That Keep Markets Guessing

Sep 28, 2026

Markets remain rangebound despite robust corporate profits. Explore the six key questions shaping investor sentiment, from interest rates and debt to AI and geopolitics....

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Staying within your comfort zone

Sep 22, 2026

Sharp market downturns make panic-selling tempting. Learn why playing it "too safe" during volatility can prevent your portfolio from recovering and meeting your goals....

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Supporting a child with special needs

Sep 22, 2026

From choosing a qualified trustee to combining a registered savings plan with a trust, explore the essential wealth planning strategies designed to give special needs families greater peace of mind....

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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