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. 

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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Becoming a Client

Choosing an advisor is an important life decision. With the right advisor, the relationship will last until you retire, and beyond. Over that time your advisor will invest thousands, and perhaps millions of dollars of your money.

That’s why you shouldn’t rush into a decision. You should be very clear about the advisor’s investment philosophy, commitment to client service, and the resources and expertise of the company behind the advisor.

At Assante we make sure you have all of this information before choosing your advisor. We provide all prospective clients with a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients.

Office Address

150 Isabella Street Suite 1305
Ottawa, Ontario
K1S 1V7 Canada

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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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A “beneficiary lottery” is what happens when you leave an inheritance to chance

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Learn why the order of deaths in a couple may mean some beneficiaries get a windfall while others are left out in the cold....

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