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. 

Tom Cooney, CFP, R.F.P., CLU®, CPCA

SENIOR WEALTH ADVISOR

For more than 20 years, Tom has been in the financial services profession helping individuals and families achieve their financial and lifestyle goals one step at a time. One of his primary objectives is to provide high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives. Among the greatest strengths he brings to his client relationships are his knowledge, integrity and commitment to exceptional service. Tom holds the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), the Certified Professional Consultant on Aging (CPCA) and the Registered Financial Planner (R.F.P.) designations. Tom was a co-founder of the City Centre Mississauga office in September 1994, where he shares the Branch Manager responsibilities with his colleague, Ivar Grimba. He participates in Assante's Regional Advisory Council (Central Ontario) where he learns from, and shares his perspective with, his colleagues and members of Assante's management team. A strong contributor to the community, Tom is currently a member of the Donor Development Committee and is a past Board of Director member of The Community Foundation of Mississauga. He has also raised funds for The Terry Fox Foundation for the past 26 consecutive years by participating in their annual run. Married to Stella, he is an avid marathon runner (he's completed 21 marathons, 9 of which were in Boston) and enjoys honing his communication skills as an active member of Toastmasters at the City Centre Toastmasters Club (Past President).

Recent Posts

What’s After the Storm?

Aug 03, 2022

Short-term market challenges are a distraction from the big picture. The real concern is what comes next. In this update we explore five key considerations for a solid long-term investment philosophy....

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It Is a Tougher Game When Central Banks Turn Hawkish

Jun 29, 2022

Volatility continues to plague the S&P 500 following the Fed’s latest attempt to curb inflation. With more aggressive repricing necessary and market bottom still to come, it’s important to look beyond the hiking cycle and focus on the long term....

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Can your risk tolerance change?

Jun 15, 2022

Tolerance to investment risk doesn’t tend to change much until retirement. Learn about three factors that can break this general rule....

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Tom Cooney CFP, R.F.P., CLU®, CPCA

SENIOR WEALTH ADVISOR

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

1 City Centre Drive Suite 1520
Mississauga, Ontario
L5B 1M2 Canada