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. 

Patrick Smith, CFA, CFP

Financial Advisor

With over 20 years of experience in the financial services industry, I have devoted my career to helping business owners and individuals in achieving their financial goals and dreams. My holistic wealth management process involves building customized financial plans designed with the focus of achieving each client's unique objectives, ensuring integration of investment, tax, risk, retirement and estate complexities. I take pride in providing an exceptional client experience through sound guidance and advice, delivered in a personalized manner for each of my clients.

 

The field of wealth management is complex and ever changing and I have dedicated myself to always staying on top of industry changes and trends. This ensures the strategies I incorporate into my wealth management process are relevant and aligning with the highest of industry standards. I am proud to maintain my accreditations as a Chartered Financial Analysist (CFA) and CERTIFIED FINANCIAL PLANNER® Professional as these certifications are the gold standard in portfolio management and financial planning.

 

Personally, when I'm not working with my clients and running my business, I love spending time outdoors with my wife, Michelle, and our two sons. We can often be found biking, hiking, camping and skiing in the Rockies and Kananaskis country in our free time.

 

If you’re interested in talking to an experienced, accredited and caring Financial Advisor about your retirement plan, investment portfolio, insurance needs, philanthropic and tax strategies, or simply want to have a conversation to get a better understanding of who I am and how I work with my clients, please reach out and lets set up a time to connect.

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Patrick Smith CFA, CFP

Financial 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

11012 MacLeod Trail SE Suite 404
Calgary, Alberta
T2J 6A5 Canada