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

The Power of Scale

Oct 30, 2025

The ultimate driver of value in today’s markets is scale. Find out how this hidden ingredient separates small business from trillion-dollar valuations....

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AI’s Second Act and How to Capitalize On It

Sep 30, 2025

Discover how the rise of AI-enabled physical robotics could reshape the job market, drive innovation and create new investment opportunities in tech and equities....

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Taking RRIF withdrawals in kind

Sep 25, 2025

You must withdraw a minimum amount from your Registered Retirement Income Fund (RRIF) each year. If you want to keep the investments instead of cashing them out, you can....

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FIRE versus YOLO

Sep 25, 2025

FIRE (financial independence, retire early) tells you to save, and YOLO (you only live once) asks you to spend. They just might get you thinking about your own saving or spending habits....

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When is your financial independence day?

Sep 25, 2025

Determining the day you’ll retire is likely one of the most important decisions you’ll ever make. Fortunately, you just need to do the dreaming—we’ll do the math....

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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