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. 

Jonathan Simeone, CIM®

Investment Advisor

Jonathan is among Montreal's most dynamic Investment Advisors. Founded by Jonathan, The Simeone Group of Assante Capital Management Ltd. has been servicing clients in Quebec and Ontario for over a decade. Previous to Assante, he has worked as an analyst in business valuation for Deloitte Canada, and worked as a day trader negotiating future contracts of the S&P/TSX and Canadian Bond Index.

He has an extensive knowledge of the global financial market mechanics and deep understanding of estate planning and tax efficient strategies. Jonathan and his team work with professionals, business owners and retirees alike to help them save taxes and transfer assets to the next generation. Jonathan has completed his Canadian Securities Course and Wealth Planning Course, and has his Chartered Investment Manager (CIM) designations. He is actively involved in the Canadian Breast Cancer Foundation. 

Jonathan is securities licensed and well positioned to recommend  independent mutual funds and individual securities such as stocks, bonds and ETFs. 

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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

2020 Transcanadienne Suite 200
Dorval, Québec
H9P 2N4 Canada