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. 

Keith Donoghue, F.Pl.

Senior Financial Planner
Advisor

For more than 25 years, Keith has been helping individuals and families achieve their financial and lifestyle goals. Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and complete wealth management solutions that simplify and enhance the quality of his clients’ lives. Each client receives a personalized financial plan; a guide to navigate them through their working years and into retirement so that they have a path to follow to attain their goals.

Recent Posts

À la retraite, la littératie financière prend de l’ampleur

Jun 02, 2023

La planification du patrimoine à la retraite implique de nouvelles règles, de nouveaux produits et de nouvelles stratégies – mais ne vous sentez pas stressé. Nous vous tiendrons informé et vous aiderons à explorer vos options....

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Réduire la taille de votre maison : est-ce la bonne décision?

Jun 02, 2023

De nombreuses personnes à l’approche de la retraite ou en cours de retraite sont partagées entre l’idée de réduire la taille de leur maison et celle de rester dans leur domicile actuel. Voici quelques éléments à prendre en compte....

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Have you named a trusted contact person?

Jun 01, 2023

If you haven’t already given us the name of a “trusted contact person,” read why naming one now could help you in the future....

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Keith Donoghue F.Pl.

Senior Financial Planner
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

2020 Transcanadienne Suite 200
Dorval, Québec
H9P 2N4 Canada