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. 

Steve Hoffarth, FMA, CFP, CIM

SENIOR FINANCIAL PLANNER

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 with over 17 years of financial planning experience in the Orangeville and surrounding Greater Toronto Area, 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, fulfiling a lifelong ambition or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. 

Mananging 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 the future you desire.  

If you are looking for a financial solution that will simplify and enhance your life, please contact me today for a confidential consultation. Referrals are welcome. 

 

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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.

 

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Office Address

B8-633419 Highway 10
Mono, Ontario
L9W 6Z1 Canada