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. 

Sergio Vial, CFP

Senior Financial Advisor

Consistency over the years and into the future.....

For over 30 years, Sergio has built and managed a successful financial services business whereby he continues to dedicate one-on-one personalized service to his clients. Many of them have been with him since the very beginning and have gained a level of trust whereby his business continues to grow by referrals.

Integrity, trust and dedication to exceptional service are crucial to a successful advisor-client relationship. Through consistent focus on your best interests and ongoing monitoring and managing of your accounts, Sergio ensures that you remain on track to achieving your goals.

Please take a few moments to learn more about Sergio and his team and how they can bring the benefits of a personalized, comprehensive approach to wealth management to you.

Recent Posts

Investing a lump sum

Dec 15, 2025

Have you received an annual bonus or inheritance? Studies show investing a lump sum all at once tends to beat investing gradually, but personal factors matter as much as market analysis....

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Are you giving your children an allowance?

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Should an allowance be tied to chores? How much is appropriate? Explore different approaches that can help teach your children about money. Then choose what works best for your family....

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How to minimize the tax payable by your estate

Dec 15, 2025

Canada does not have an estate or inheritance tax, but your estate assets are still subject to income and capital gains tax. Learn strategies, such as spousal rollovers and gifting to adult children, to reduce your estate’s tax liability....

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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

1600 Carling Avenue, Suite #550
Ottawa, Ontario
K1Z 1G3 Canada