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

Finding the Few Winners: Munro’s Strategy for Long-Term Growth

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In a market flooded with speculation, real growth is rare. Discover how global equity experts uncover lasting opportunities in a volatile global market....

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The importance of including your pets in your estate and incapacity planning

Jul 24, 2025

Estate plans should cover pets too. Learn how to protect your pet’s future if you become unable to care for them....

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The Next Wave in Emerging Markets

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Last year’s headwinds are becoming this year’s tailwinds on a global scale. Look beyond the noise and discover why emerging market equities deserve a fresh look....

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How vacation property upgrades save tax

Jun 26, 2025

Can spending money save you money? Well, in a way, yes. Find out how improvements you make to your vacation property can mean less tax on capital gains down the road....

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Adopting a time-horizon mindset

Jun 26, 2025

It’s only human nature to follow the markets and monitor our investments. But focusing on when we need the money helps us psychologically and financially....

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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