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. 

Michael Nisbet, CFP®

Financial Planner

John Dunn, CFP®

Financial Planner

Office Address

422 East Street North
Sarnia, Ontario
N7T 6Y4 Canada

Recent Posts

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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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Adopting a time-horizon mindset

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It’s only human nature to follow the markets and monitor our investments. But focusing on when we need the money helps us psychologically and financially....

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Family matters

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Do you ever have situations with your spouse, parent, child or grandchild that call for a solution? Involve us when a matter has a financial element and everything can go more smoothly....

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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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