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. 


There are no events to show

Financial Bootcamp

Sep 13, 2023 07:00 PM Eastern Daylight Time - Sep 13, 2023 08:00 PM Eastern Daylight Time

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

Jul 26, 2023 07:00 PM Eastern Daylight Time - Jul 26, 2023 08:00 PM Eastern Daylight Time

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


Female Financial Empowerment Webinar

May 04, 2023 07:00 PM Eastern Daylight Time - May 04, 2023 08:30 PM Eastern Daylight Time

Let's get money savvy together…

We want to help you unlock your financial potential and make your money work for you.

Financial freedom starts with knowledge. We're here to break down the barriers and bridge the financial insecurity gap through education and empowerment.

Take charge of your financial future!


Recent Posts

Monetizing the Tech Revolution

Nov 21, 2023

Want to stay ahead of the curve? Don’t stand on the sidelines of #innovation—get involved and find out how savvy investors are monetizing advancements in #technology. Discover insights and strategies to help turn change to your advantage....

Read more

Pressure Continues to Build

Oct 26, 2023

As we wait for the inflation bubble to pop, market dynamics are shifting to lower-risk assets. Discover why alternatives are gaining ground as equities lose their luster....

Read more

Have you planned for digital assets

Oct 02, 2023

Imagine your executor needing to access your bank account without your password. That’s just one reason it’s critical to include digital property in your estate plan....

Read more

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.