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. 


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Financial Bootcamp

Event date and time Sep 13, 2023 07:00 PM Eastern Daylight Time - Sep 13, 2023 08:00 PM Eastern Daylight TimeSep 13, 2023 07:00 PM Eastern Daylight Time - Sep 13, 2023 08:00 PM Eastern Daylight Time

Event location

This webinar will cover all the basics of investing, equipping you with the knowledge and strategies needed to make informed financial decisions. Whether you're just starting your investment journey or looking to enhance your existing skills, this webinar is tailored for individuals like you.
By attending this webinar, you'll gain a solid foundation in investing that will set you up for long-term financial success.


Female Financial Empowerment Webinar Series: FHSA

Event date and time Jul 26, 2023 07:00 PM Eastern Daylight Time - Jul 26, 2023 08:00 PM Eastern Daylight TimeJul 26, 2023 07:00 PM Eastern Daylight Time - Jul 26, 2023 08:00 PM Eastern Daylight Time

Event location

Join us for an exciting online event, the Female Financial Empowerment Webinar Series: FHSA!


This series is designed to empower women with the knowledge and skills to take control of their financial future. Whether you're a beginner or already have some financial know-how, this webinar series has something for everyone.


Wednesday, July 26, 20237 at 7:00 PM EDT, during this webinar our expert speakers will focus specifically on Canada’s new FHSA – First Home Savings Account. Each webinar in the series will provide practical tips and strategies to help you achieve financial independence and success.

Don't miss out on this incredible opportunity to learn from industry professionals and connect with like-minded women. Join us online from the comfort of your own home and take the first step towards financial empowerment.

Register now to secure your spot in the Female Financial Empowerment Webinar Series: FHSA


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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.