Steadfast Wealth Team

www.mfda.ca

Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).
© 2021 CI Assante Wealth Management. All Rights Reserved.

Our Team

Mark Wheaton

Financial Advisor

Carolyne Wheaton

Financial Advisor

Casey Doner, CFP®

Financial Advisor

David Munro, MBA

Wealth Management Advisor

Kelsey Ash

Investment Funds Assistant

Chantal Bourgault

Administrative Assistant

Samantha Heyens

Administrative Assistant

Office Address