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

What Markets Know That Headlines Don’t

Jun 25, 2026

Geopolitical headlines keep getting louder, but equities are staying calm. Learn how history, earnings and artificial intelligence (AI) explain the disconnect....

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Concerned about world events?

Jun 23, 2026

When the recent Middle East conflict broke out, many investors wondered whether it would eventually affect their portfolios. Some global events don’t affect markets, while others trigger corrections or crashes....

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The FHSA turns three

Jun 23, 2026

Since the First Home Savings Account was launched three years ago, several strategies have emerged to help future homeowners use it to their best advantage....

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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