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

AI’s Second Act and How to Capitalize On It

Sep 30, 2025

Discover how the rise of AI-enabled physical robotics could reshape the job market, drive innovation and create new investment opportunities in tech and equities....

Read more

Taking RRIF withdrawals in kind

Sep 25, 2025

You must withdraw a minimum amount from your Registered Retirement Income Fund (RRIF) each year. If you want to keep the investments instead of cashing them out, you can....

Read more

FIRE versus YOLO

Sep 25, 2025

FIRE (financial independence, retire early) tells you to save, and YOLO (you only live once) asks you to spend. They just might get you thinking about your own saving or spending habits....

Read more

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.

 

CONTACT US →

Leave a Note

Please fill out the form below.

By providing your email address, you provide us with your express consent to send you commercial electronic messages related to finances and/or investments that maybe of interest to you. Should you wish to discontinue receiving emails of this nature, you may contact us to withdraw your consent at any time. Your personal information will not be distributed, sold, or traded - it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante's commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy.

Office Address

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