Service and Expertise You Can Trust

We are dedicated to improving the lives of our clients with insightful knowledge and customized investment solutions, while serving with genuine warmth and professionalism. Our service stands on a foundation of trust, integrity and a focus on education and empowerment. We strive to provide peace of mind, as we help individuals and families grow, protect, and enjoy their financial wealth.

Shawn Eliovitz, PFP

Wealth Advisor

Shawn is an experienced Wealth Advisor with Assante Wealth Management serving Ancaster, Brantford, and all of Southwestern Ontario. He holds a bachelor’s degree in economics and music from the University of Ottawa as well as the Personal Financial Planner designation from the Canadian Securities Institute. For more than 20 years, Shawn has been dedicated to making a difference in the lives of his clients and their families, helping them to feel their abundance. He does this by first identifying their unique goals and then by creating a plan that will help achieve them. Shawn believes that investing is an important part of a family’s financial plan — but Real Wealth is about so much more than just money. Investment portfolios should be well diversified to provide growth and income, while still allowing investors to sleep peacefully at night. Shawn helps his clients with all aspects of their financial wealth and personal legacy. This gives them the freedom and peace of mind to focus their time and energy on the most important forms of their abundance, like their family, health and wellness, spiritual connection and fulfillment, their business, and making a difference in the community and beyond. “I truly care about my clients, so I take the time to learn about my clients’ values and their unique or complex needs, and I pride myself in clearly presenting the solutions that are most suitable for them, based on my deep understanding.” When he’s not at work, Shawn loves spending time with his wife and three children, he loves to play music (specifically on the congas), he enjoys running and he is passionate about volunteering and supporting local service and charitable organizations, such as the Rotary Club and the United Way. Shawn makes himself available to meet with anyone who would like help to ensure that their money is working as hard for them as it can.

Recent Posts

Finding the Few Winners: Munro’s Strategy for Long-Term Growth

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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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Office Address

911 Golf Links Road Suite 307
Ancaster, Ontario
L9K 1H9 Canada