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. 

Vytas Valaitis, CPA, CA, CFP

Senior Financial Advisor
Insurance Advisor

Vytas (or Vyt - pronounced “Veet”) Valaitis and his wife Ruta are long-time residents of Ancaster, Ontario. He has two daughters, Renata and Krista. Renata is a full-time student at the University of Waterloo doing graduate studies in Health Promotion. Krista, who graduated from Wilfrid Laurier, is now employed full-time by TJX Canada.

In his leisure time, Vyt belongs to the Hamilton Downtown YMCA Masters Swim Club. Vyt and Ruta enjoy attending monthly screenings of movies sponsored by the Ancaster Film Festival. In addition to several tax and financial publications, Vyt has a keen interest in reading biographies.

Vyt has worked in the financial services industry since September 1990. Prior to that, he was employed as a Tax Manager at Price Waterhouse Coopers, Chartered Accountants, and held various other tax and financial positions at Crown Life Insurance Company in Toronto and International Harvester in Hamilton. 

Vyt is licensed with the Canadian Securities Commission as a Registered Representative, with the Financial Services Commission of Ontario as a licensed Insurance Agent, and also has his Certified Financial Planner (CFP) designation. These accreditations, along with his background as a Chartered Accountant, give him a unique perspective in providing his clients with comprehensive, high quality personalized financial and estate planning advice.

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Vytas Valaitis CPA, CA, CFP

Senior Financial Advisor
Insurance 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

3380 South Service Rd Suite 209
Burlington, Ontario
L7N 3J5 Canada