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            • INVESTMENT PLANNING
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            • THE FIVE PILLARS OF THE WEALTH PLANNING APPROACH
            • TREVOR'S VALUE PROPOSITION
            • CHARITABLE GIVING
            • TESTIMONIALS
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          • RESOURCES
          • BLOG
          • ABOUT
            • ABOUT ASSANTE
            • PROTECTING YOUR ASSETS
          • CONTACT US
          • HOME
          • OUR TEAM
          • SERVICES
            • OUR SERVICES
            • INVESTMENT PLANNING
            • ESTATE PLANNING
            • THE FIVE PILLARS OF THE WEALTH PLANNING APPROACH
            • TREVOR'S VALUE PROPOSITION
            • CHARITABLE GIVING
            • TESTIMONIALS
            • TAX PREPARATION AND PLANNING
          • RESOURCES
          • BLOG
          • ABOUT
            • ABOUT ASSANTE
            • PROTECTING YOUR ASSETS
          • CONTACT US

          ESTATE PLANNING

          Trevor Marsh
          Financial Advisor
          TMarsh@assante.com
          Phone: 905-641-6654

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          Investment products and services provided by CI Assante Wealth Management (“Assante”) are offered through Assante Capital Management Ltd., a dual registered investment dealer, and Assante Financial Management Ltd., a registered mutual fund dealer. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

          Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Assante Financial Management Ltd. is a Member of the Canadian Investor Protection Fund (excluding Quebec) and the Canadian Investment Regulatory Organization.

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          Trevor Marsh

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