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. 

Brenda Sernoskie, CFP®, EPC

Senior Financial Planning Advisor

Brenda Sernoskie has more than twenty years of experience in the financial planning industry.  She graduated from the University of Waterloo with a Bachelor of Arts degree in Economics in 1992 and qualified as a CERTIFIED FINANCIAL PLANNER practitioner in 1996.  Prior to joining Assante Capital Management Ltd. in mid-2003 Brenda was Vice President of a financial planning firm in Oakville, caretaking the financial welfare of 150 families. Over the years she has developed a premium- level financial planning process tailored to the needs of each client based on the foundation of independent unbiased advice and unparalled personalized service.

 

I specialize in working with small-business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for the future and live happier and more fulfilled lives.  As a trusted financial guide I help my clients make better decision about their money and sleep better at night.

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From choosing a qualified trustee to combining a registered savings plan with a trust, explore the essential wealth planning strategies designed to give special needs families greater peace of mind....

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Brenda Sernoskie CFP®, EPC

Senior Financial Planning 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

1668 Avenue Road
Toronto, Ontario
M5M 3Y1 Canada