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

Can your risk tolerance change?

Jun 15, 2022

Tolerance to investment risk doesn’t tend to change much until retirement. Learn about three factors that can break this general rule....

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Buy low, sell high—the challenges and opportunities

Jun 15, 2022

It’s said that successfully buying low and selling high only favours the fortunate—but did you know you’re likely benefiting from this investment ideal right now?...

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Life decisions and the financial factor

Jun 15, 2022

Important life decisions can be tough. When they involve a financial factor, as many do, we can help ensure you’ve got the information you need to make the best choices....

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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