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

Ownership Drives Outcomes: Estate Planning Considerations for Personal Assets

Sep 08, 2026

How do you own your personal assets? Learn about solely owned and jointly owned structures....

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Beyond Artificial Intelligence (AI): Where We See Opportunities Around the World

Aug 27, 2026

Explore opportunities in global markets, outside the U.S. and crowded Artificial intelligence (AI) trade, in our interview with Karen Xue, Director of Multi-Asset Research....

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Beyond the Headlines: Is Canada's Economy Really in Trouble?

Jul 27, 2026

Is Canada really in a recession? Explore the forces reshaping Canada's economy, including trade agreements, artificial intelligence (AI), interest rates and global investment trends....

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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