Mission Statement

"To enhance the prosperity, security, and happiness of our clients and their families, by guiding them with professional advice and exceptional service."

Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most.

The Huron Shores Financial Group at Assante Capital Management Ltd. can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, we can work with you every step of the way.

Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, we can help you make the right decisions about your wealth, and help you build the future you desire.

If you are looking for a financial solution that will simplify and enhance your life, please contact us for a confidential consultation.

 

Insurance products and serivces provide through Assante Estate and Insurance Services Inc.

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. 

Ted Vanos, CFP

Senior Financial Planner
Assistant Branch Manager, Branch Owner

Ted has been providing financial services to his clients since 1987. His successful track record demonstrates his ability and dedication in helping clients achieve their financial well-being. Ted completed the Canadian Securities Course in 1989, and earned the Certified Financial Planner (CFP) designation from the Financial Planning Standards Council of Canada in 1996. He has consistently been awarded a place on the Assante Chairman's Council Elite, which is comprised of the top 25 Assante Advisors across Canada. Ted works with individuals and their families, small business owners, and farmers to help them with their financial planning and investment goals. Ted is also an advisor with Assante Estate and Insurance Services Inc. giving him the ability to offer insurance and risk management solutions where they make sense for clients.

Raised in Forest, Ontario, Ted is a farm boy at heart; this is where his hard work ethic stems from. He loves the great outdoors. From fishing and camping to golfing and biking, you can always find Ted on the go.

Recent Posts

The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

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Borrowing to invest

Sep 09, 2021

Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....

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Lesser-known ways to profit and save

Sep 09, 2021

Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

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Huron Shores Financial Group

Senior Financial Planner
Assistant Branch Manager, Branch Owner

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

137 Kendall St
Sarnia, Ontario
N7V 4G6 Canada