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. 

Shawn Blainey

Senior Financial Planning Advisor
Financial Advisor

Experience

  • Senior Financial Planning Advisor at Assante Capital Management Ltd. (August 1997 - present)
  • Financial Planner at Financial Concept Group (February 1993 - May 1997)
  • Class 3 Flight Instructor at Algonquin Flight Centre (1991 - 1992) 
  • Flight Instructor responsible for teaching private and commercial students and teaching licenced pilots how to take-off and land on water to obtain their float endorsement.

 

Education

  • Personal Financial Planner Designation (Canadian Securities Institute, CSI) (2013)
  • Applied Financial Planning Certification (Canadian Securities Institute, CSI) (2013)
  • Professional Financial Planning Course (Canadian Securities Institute, CSI) - 2000
  • Canadian Securities Course (Canadian Securities Institute, CSI) - 1997
  • Conduct & Practices Handbook Course (Canadian Securities Institute, CSI) - 1997
  • Canadian Investment Funds Course (Investments Funds Institute of Canada, IFIC) - 1992
  • Graduated from Seneca College in the Aviation & Flight Technology program in 1991.

 

Honors and Awards

  • Chairman's Council 2005-2006
  • Chariman's Council 2007-2008
  • Chairman's Council 2010-2011
  • Chairman's Council 2014-2015
  • Chairman's Council 2015-2016

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....

Read more

Are you giving your children an allowance?

Dec 15, 2025

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....

Read more

Shawn Blainey

Senior Financial Planning Advisor
Financial Advisor

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

1210 Sheppard Ave E Suite 307
Toronto, Ontario
M2K 1E3 Canada