Assante Financial Management

Steadfast Wealth Team offers financial planning and mutual fund sales under Assante Financial Management Ltd. Our advisors are licensed mutual fund representatives.

Mark Wheaton

Financial Advisor

Assante Financial Management Ltd. is a leader in managing wealth for Canadian families and businesses. Serving the Renfrew County and Bancroft areas.


Planning for your financial future is more than just looking at numbers. To me, it's the people and dreams behind the figures that matter the most.

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build 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.

Carolyne Wheaton

Financial Advisor

Carolyne is a financial advisor with close to a decade of experience in the financial services industry working alongside families, small businesses, and individuals to achieve financial wellness through tailored advice and investment strategies.
She is passionate about educating and empowering individuals to make smart financial decisions - helping others reach their financial goals to create lasting wealth throughout the generations.

Carolyne joined Assante in 2014, after receiving her diploma in Business and moving back home to the Ottawa Valley. She completed the Canadian Securities (CSC) course.

On a personal note, Carolyne is a lover of family, travel, health & fitness. When she’s not in the office, you can find her spending quality time with her family, planning her next trip or training for her next marathon.

Casey Doner, CFP®

Financial Planner

Born and raised in the Ottawa Valley, Casey Doner, a Certified Financial Planner (CFP) professional joined our team in 2016, bringing a dynamic approach to financial planning. With an advanced diploma in finance from Algonquin College, he specializes in retirement and estate planning, investments, and taxation. Licensed in life insurance, Casey ensures peace of mind for clients and their families. His commitment to holistic financial planning and well-being spans all ages. Casey is dedicated to helping clients achieve their financial goals with personalized and professional guidance. Beyond finance, Casey is an avid golfer and a passionate hockey and football fan. Casey looks forward to working with you in the future; please contact him for any of your financial needs.

Steadfast Service Team


John Christensen, CPA, CA, TEP

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, John works closely with our high-net-worth clients to identify issues and provide complex, tactical, wealth planning support that complements their wealth plans. John has a focus on tax and estate planning strategies for business owners, professionals and other affluent individuals and families.
John joined CI Assante Private Client in 2020 after working as a Senior Tax Manager at Ernst and Young LLP. As part of Ernst and Young’s tax team, John provided tax planning and compliance services to owner-managed companies and cross-border businesses. John also worked as a Tax Manager at KPMG LLP in their Enterprise practice. There, he worked with various high-net-worth families and provided estate and succession planning for their businesses. John brings more than 15 years of professional wealth planning experience to CI Assante Private Client.
John is a Chartered Professional Accountant (CPA, CA) who has completed the Canadian Institute of Chartered Accountants’ (now Chartered Professional Accountants of Canada)
In-Depth Tax Program. In addition, he holds the Trust and Estate Practitioner (TEP) designation.


Dan Stewart, BA, FMA, CFP

Regional Wealth Planner

As a Regional Wealth Planner, Dan Stewart facilitates the delivery of wealth planning reports. Using a needs based approach, Dan works with our clients to not only gather pertinent financial information, but more importantly, to identify issues and to help our clients articulate and document their goals in order to build a plan that meets their complex needs. Working with the support of the wealth planning team, Dan delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning.

Dan became part of CI Assante Private Client in 2015. His experience in wealth planning and asset management spans over 25 years. It includes Account Executive at Manulife Financial, Training and Development Manager for advisors at Freedom 55 Financial and as a Financial Planner at SISIP Financial Services. For the past 15 years he has taught as a part-time Faculty Professor at Algonquin College where he facilitates courses leading to the PFP and CFP® designations.

Dan holds a BA (Finance) from Algonquin College. In addition, he holds his Certified Financial Planner® CFP®, Financial Management Advisor (FMA) and Trust and Estate Practitioner (TEP) designations


Marcel Mares, CFA

Investment Counsellor

As an Investment Counsellor, Marcel provides portfolio management services and brings over 15 years of diverse experience to our high-net-worth clients in the CI Assante Private Client program. In consultation with our team, he determines an appropriate asset allocation to best meet the objectives of every client. He also provides ongoing reviews of client portfolios and works closely with our Wealth Planning team to ensure that their investment plans continue to meet their needs.
Prior to joining our team in 2021, Marcel was involved in a broad range of research to support the investment process, and represented investment firms with institutional and retail clients. He was a member of the Asset Allocation Committee and contributed to the investment team’s decisions involving asset mix, sector exposure and currency hedging. He has
in-depth knowledge of socially responsible investments and was also a member of the Responsible Investment Association.
Marcel graduated with a Bachelor of Arts Honours degree in Economics from York University and University of Toronto and holds a Chartered Financial Analyst® (CFA) designation.

Office Address

1205 Pembroke Street East
Pembroke, Ontario
K8A 7R6 Canada