Our Team

Heather Borrelli, CIM®, RIS

Senior Wealth Advisor

Commitment. Empowerment. Simplicity.

Helping families achieve lasting confidence, happiness, and security with their wealth. Every relationship is guided by three core values:

Commitment
Dedicated to creating the best outcomes with an approach that evolves as life, family, and priorities change. Many clients have trusted this guidance for over 20 years, building partnerships rooted in stewardship, trust, and care.

Empowerment
Focused on ensuring every client feels informed, confident, and supported. Portfolios and decisions are explained clearly, with open communication and space for every question.

Simplicity
Wealth management should be straightforward. From investments and insurance to tax and estate planning, every detail is simplified. When needed, a trusted network of professionals is brought in to cover all aspects of your financial picture. Clients describe this approach as honest, caring, and direct, always with long-term success in mind.

Contact Heather
hborrelli@assante.com
514-832-5238 | Toll-Free: 1-800-465-2898

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Jessica Tambasco is an advisor with Assante Capital Management Ltd, she brings a full-spectrum of qualitative and quantitative expertise to our organization/team. Jessica joined the Firm after serving successively as a financial advisor. She is a graduate of McGill University and Concordia University.

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Bethel-Rose Bleasdille works as the assistant to Heather Borrelli and Jessica Tambasco at Assante Capital Management LTD. She has a strong sense of attention to detail and is able to provide assistance to clients and advisors. She has excellent client service skills and a strong organizational knowledge. She brings a wide range of experience and skill from being an Administrative assistant for many years. She has graduated from Vanier College.