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. 

Paula MacKellar, MA

Financial Advisor

With over 30 years of experience in the financial services industry, Paula brings deep knowledge, seasoned insight and a client-first approach to every relationship.  As a trusted financial advisor, she specializes in retirement forecasting and wealth management serving individuals, families and business owners.

Over the course of her career, Paula has guided clients through all market cycles and life's transitions - always with a focus on long-term financial health and personal wellbeing.  Paula takes pride in simplifying complex financial concepts and building strategies tailored to each client's unique goals.

When not advising clients, Paula enjoys spending time with her family, as well as keeping fit through her love of running and cycling.

Recent Posts

Saving, spending and spouses

Mar 24, 2026

When one spouse saves and the other spends, friction can follow. Discover how couples can align values, define goals and build financial harmony together....

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Helping your child buy a home

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With home prices rising, many buyers are getting a boost from parents. Explore four ways to help your child buy sooner without risking your own retirement....

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Wealth planning for couples without children

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No kids? Your financial flexibility can open doors. Uncover strategies for early retirement, insurance planning and estate decisions that balance lifestyle today with long-term security....

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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

490 Dutton Drive Suite B10
Waterloo, Ontario
N2L 6H7 Canada