Mike Gomes, CFP®

Wealth Advisor

Mike has over 20 years of experience in the Financial Services industry. As a Wealth Advisor, Mike is committed to providing on-going exceptional service, knowing his success is dependent on his client’s success. His key focus is to develop and maintain long-lasting relationships built on trust, honesty and integrity, and to always place the client’s best interests first.

He has been interviewed and quoted on multiple occasions including the Wealth Professional magazine, CreditCards.com, AMI Audio, and Global News. He was selected by the FP Canada to be a National Exam Scorer for the Certified Financial Planner exam and has participated as a Test Writer on multiple occasions to help improve the content of future exams.

Credentials:  Canadian Investment Funds Course - IFIC (2020), Advanced Retirement Management Strategies (2013), Advanced Estate Planning and Trust Strategies (2012), Life License Qualification Program(2011], Certified Financial Planner (CFP) exam (2008), Personal Financial  Planning Course (2008), Conduct & Practices Handbook (2006), Canadian Securities Course(2006),  Series 6 course and was licensed with FINRA (2003-2011), Canadian Investment Funds Course (2001), Life Insurance License – Level I (2000)

Credentials in Progress: Chartered Investment Manager (CIM) designation

Christian Battistelli, CFP®

Financial Planner

Christian returned to our firm in 2021 after spending two years in a lead financial planning role with another Assante office. Christian rejoins us as a skilled Financial Planner, having attained his CFP® designation with the second-highest score in Canada on his exam. With his thirst for knowledge and natural ability to keep up with technology, we are excited to have Christian join our practice as a partner.

Credentials: Certified Financial Planner® – FP Canada (2022), Life & Disability Insurance Licensed - FSRA (2019), Canadian Investment Funds Course (2018), Honours Bachelor of Commerce (Management), Sprott School of Business, Carleton University (2017)

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

Private Markets: Credit Over Equity

May 28, 2024

Alternative lenders are gaining traction as investors seek high yields, tight credit spreads, and low interest rate risk—goals that big banks and private equity can't deliver....

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Consider the timing of leaving an inheritance

May 18, 2024

You may automatically decide to leave an inheritance for your loved ones in your will. However, you might have reason to consider gifting the funds earlier—or even later....

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The Upside of Canada’s Economic Woes

Apr 30, 2024

In moments of pessimism, great returns can be made in the stock market. Uncover how Canadian investors’ negative outlook may drive stock performance as the economy stabilizes....

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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

7 Joseph Street 1st Floor
Markham, Ontario
L3P 2M8 Canada