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. 

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The Next Wave in Emerging Markets

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Last year’s headwinds are becoming this year’s tailwinds on a global scale. Look beyond the noise and discover why emerging market equities deserve a fresh look....

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How vacation property upgrades save tax

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Can spending money save you money? Well, in a way, yes. Find out how improvements you make to your vacation property can mean less tax on capital gains down the road....

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Safeguarding your financial security

Jun 26, 2025

Events beyond your control, such as job loss, can threaten your financial security—if you don’t have plans in place. We’ve got three ways to prepare for the unexpected....

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Melissa Chung MBA, LL.M

FINANCIAL 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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