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. 

Philippe Mamane, B.Comm.

Wealth Management Advisor

Recent Posts

Can you trust “finfluencers”?

Mar 20, 2025

Millions of followers look to financial influencers on social media for information and advice. Find out about the pros and cons of getting financial guidance in an unregulated space....

Read more

How do you react to market highs?

Mar 20, 2025

It’s said the two emotions that influence investor behaviour the most are greed and fear. See why both can tempt investors when the stock market is booming....

Read more

A millennial challenge of juggling financial goals

Mar 20, 2025

Statistics Canada reports that millennials in Canada now outnumber baby boomers, and many face a variety of financial needs. Learn about the traps and tips when meeting multiple goals....

Read more
 

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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

2020 Transcanadienne Suite 200
Dorval, Québec
H9P 2N4 Canada