• Phone: 905-641-6654
  • LOGIN TO YOUR ACCOUNT →
  • HOME
  • OUR TEAM
  • OUR SERVICES
    TAX PREPARATION AND PLANNING INVESTMENT PLANNING ESTATE PLANNING THE FIVE PILLARS OF THE WEALTH PLANNING APPROACH TREVOR'S VALUE PROPOSITION CHARITABLE GIVING TESTIMONIALS
  • RESOURCES
  • BLOG
  • ABOUT ASSANTE
    PROTECTING YOUR ASSETS
  • CONTACT US
  • HOME
  • OUR TEAM
  • OUR SERVICES
    TAX PREPARATION AND PLANNING INVESTMENT PLANNING ESTATE PLANNING THE FIVE PILLARS OF THE WEALTH PLANNING APPROACH TREVOR'S VALUE PROPOSITION CHARITABLE GIVING TESTIMONIALS
  • RESOURCES
  • BLOG
  • ABOUT ASSANTE
    PROTECTING YOUR ASSETS
  • CONTACT US
  • HOME
  • OUR TEAM
  • OUR SERVICES
    • TAX PREPARATION AND PLANNING
    • INVESTMENT PLANNING
    • ESTATE PLANNING
    • THE FIVE PILLARS OF THE WEALTH PLANNING APPROACH
    • TREVOR'S VALUE PROPOSITION
    • CHARITABLE GIVING
    • TESTIMONIALS
  • RESOURCES
  • BLOG
  • ABOUT ASSANTE
    • PROTECTING YOUR ASSETS
  • CONTACT US
  • LOGIN TO YOUR ACCOUNT →

ESTATE PLANNING

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


Know Your Advisor: IIROC Advisor Report

Investment products, services and recommendations are offered through and Assante Capital Management Ltd. 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 Investment Industry Regulatory Organization of Canada.

© 2021 CI Assante Wealth Management. All Rights Reserved.

Privacy Policy | Legal Disclaimer

  • Privacy Policy
  • Legal Disclaimer

Trevor Marsh