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. 

Recent Posts

Saving, spending and spouses

Mar 24, 2026

When one spouse saves and the other spends, friction can follow. Discover how couples can align values, define goals and build financial harmony together....

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Helping your child buy a home

Mar 24, 2026

With home prices rising, many buyers are getting a boost from parents. Explore four ways to help your child buy sooner without risking your own retirement....

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Wealth planning for couples without children

Mar 24, 2026

No kids? Your financial flexibility can open doors. Uncover strategies for early retirement, insurance planning and estate decisions that balance lifestyle today with long-term security....

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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

10 Second Street N
Stoney Creek, Ontario
L8G 1Y6 Canada