"Money is personal. It’s why we're here."
Our team approach allows us to specialize in both wealth accumulation and risk management with families, professionals and incorporated small businesses.
We use planning strategies to minimize volatility while prioritizing risk, tax and estate issues. Regular meetings help us clarify your goals and objectives, to ensure you stay on track.
With combined industry experience totaling well over 100 years, we understand that life is about so much more than money. As such, we work with our clients to develop a plan that balances their goals and lifestyle with their needs and responsibilities. With customer-focused solutions, utmost competence, and a genuine care and respect for our clients, we want to lead the financial services industry to a heightened level of due diligence and customer satisfaction, while always being willing to pivot and adapt to changing customer needs across the generations.
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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9 Broad St, Unit 204 Brockville, ON K6V 6Z4
P: 1 (888) 679-1112 F: 1 (866) 730-7210
*By appointment only