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

How to minimize the tax payable by your estate

Dec 15, 2025

Canada does not have an estate or inheritance tax, but your estate assets are still subject to income and capital gains tax. Learn strategies, such as spousal rollovers and gifting to adult children, to reduce your estate’s tax liability....

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Who will manage your finances if you cannot?

Dec 15, 2025

A power of attorney document (mandate in Quebec) ensures someone you trust will handle your financial affairs if you suffer a cognitive impairment. It’s a crucial step for every adult, regardless of age....

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Introducing River Road: Absolute Value Investing in U.S. Equities

Dec 11, 2025

River Road, a newly appointed CI sub-advisor, shares how they uncover hidden gems, avoid value traps and apply their overall absolute investing philosophy. Read the full interview to discover their conviction-driven strategy....

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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

2020 Transcanadienne Suite 200
Dorval, Québec
H9P 2N4 Canada