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. 

Gregory Gosine

MUTUAL FUND SALESPERSON

Helping You Achieve Your Goals and Dreams

Planning for your financial future is more than just looking at numbers.  To me, it's the people and dreams behind the figures that matter the most.

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build 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. 

Recent Posts

Private Markets: Credit Over Equity

May 28, 2024

Alternative lenders are gaining traction as investors seek high yields, tight credit spreads, and low interest rate risk—goals that big banks and private equity can't deliver....

Read more

Consider the timing of leaving an inheritance

May 18, 2024

You may automatically decide to leave an inheritance for your loved ones in your will. However, you might have reason to consider gifting the funds earlier—or even later....

Read more

The Upside of Canada’s Economic Woes

Apr 30, 2024

In moments of pessimism, great returns can be made in the stock market. Uncover how Canadian investors’ negative outlook may drive stock performance as the economy stabilizes....

Read more

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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

166 North Street Suite 104
Bridgewater, Nova Scotia
B4V 2V6 Canada