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

Charitable giving through a donor-advised fund

Mar 21, 2025

With a donor-advised fund (DAF), you can give tax-effectively to charities now and through your will....

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Can you trust “finfluencers”?

Mar 20, 2025

Millions of followers look to financial influencers on social media for information and advice. Find out about the pros and cons of getting financial guidance in an unregulated space....

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How do you react to market highs?

Mar 20, 2025

It’s said the two emotions that influence investor behaviour the most are greed and fear. See why both can tempt investors when the stock market is booming....

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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