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. 

Recent Posts

Emerging Markets Rebound Despite Energy Risks

May 27, 2026 - Matthew Strauss

A strong rally in emerging markets may be masking risks tied to oil prices and inflation. Explore these vulnerabilities and whether the recovery is likely to last....

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Uncertainty Weighs on Equities (Again): Lessons from Past Market Cycles

Apr 28, 2026 - Alfred Lam

Geopolitical conflict, oil prices, and midterm elections may keep investor sentiment cautious—but history shows there’s reason for hope....

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Saving, spending and spouses

Mar 24, 2026 - Well-Advised

When one spouse saves and the other spends, friction can follow. Discover how couples can align values, define goals and build financial harmony together....

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Evan Clarke CFP®, CIM®, CHS, CEA, CCS

Financial Planning 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

245 Fairview Mall Dr. Suite 408
Willowdale, Ontario
M2J 4T1 Canada