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. 

Casey Doner, CFP®, CLU®

Financial Planner
Insurance Financial Advisor

Casey Doner, CFP®, CLU®, is a dedicated financial planner who has been helping clients make confident financial decisions since joining our team in 2016. Born and raised in the Ottawa Valley, Casey brings a strong commitment to personalized, goal-focused financial planning for individuals and families at every stage of life.

 

As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Life Underwriter® (CLU®), Casey specializes in retirement and estate planning, investment management, and taxation. He is also fully licensed in life insurance, enabling him to provide well-rounded advice that integrates both asset growth and risk management strategies for individuals, families, and business owners.

 

Casey works closely with clients to understand their full financial picture and provide guidance that reflects their goals, values, and long-term vision. He is known for delivering thoughtful, strategic advice rooted in professionalism, integrity, and a genuine desire to help others succeed.

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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

1205 Pembroke Street East
Pembroke, Ontario
K8A 7R6 Canada