Our Team

I am a designated Chartered Professional Accountant and Certified Financial Planner Professional with over 30 years of experience in the financial industry. My extensive knowledge of tax planning and preparation, financial statement preparation, and personal financial planning comes from my foundational accounting background. 

I began my career as an account manager at Beaton, Wills & Jefferson, Chartered Accountants. While there I specialized in accounting and tax planning of small and medium sized business clients. I then accepted a position at Canadian Tire Financial Services managing the Compliance and Risk Management department. During that time I was chosen to be project team lead for the licencing of Canadian Tire Bank, a significant project for the company.  I now have the opportunity to provide financial planning and wealth management services as a financial advisor at Assante Capital Management Ltd. which specializes in helping clients achieve financial independence with an integrated approach to wealth planning. 

In addition to my work history, I have taught Personal Financial Planning at Niagara College. I also have the privilege to be a long-standing member, current Treasurer, and Past-President of the Big Brothers Big Sisters Agency of South Niagara. 

Levi is a graduate of Brock University where he obtained his Bachelor of Business Administration Degree in 2018.  Levi has been working with our team for more than two years, providing valuable support and advice to our clients.

Levi has a passion for working with clients to help build a financially successful future by providing trustworthy and valuable advice about their financial needs and goals.  His aim is to help clients with every part of their financial well being – whether it is saving for retirement, saving for children’s education, fulfilling a lifelong goal, or leaving a legacy so that loved ones are financially secure.   

Born and raised in Niagara, Levi enjoys many things that life provides, including spending time with family and friends, playing baseball and golf, as well as listening to live music.  Levi also enjoys giving back to the community by being a community volunteer with his local church – serving those in his community, whether through volunteering at food banks or helping run children’s programs, is one of Levi’s greatest passions outside of his work life.

David Demoe and Trevor Marsh of Assante Wealth Management are excited to welcome Caitlyn Glasser to the team as Administrative Associate. Caitlyn has a passion for marketing and public relations as well as a background in digital media. She has previous experience in the financial services industry and managing social media sites. Caitlyn is a graduate of the Business Communication program at Brock University. Living in the Niagara Region, she enjoys the outdoors, exploring new places, and spending her weekends with her family, including long hikes with her dogs. She also likes to give back to the community by volunteering at local animal shelters.