~ Celebrating over 10 years of service ~

SOUND INVESTMENT ADVICE

We are financial professionals and we provide sound investment advice on the backbone of CI Assante's powerful brand. A no-obligation introductory meeting is a great way to learn a bit about each other and to see if it makes sense to develop a long-term relationship. 

Financial Planning ◈ Investments ◈ Insurance

Do you have a clear picture of your financial situation? When will you be able to retire? Will your family be financially secure? These are very important life questions. 

We’re here to help find the right answers and solutions for you!

We are a dedicated team of professional Financial Advisors serving Kitchener, Waterloo, Cambridge, Guelph, Toronto and Southern Ontario.

Our firm works to understand your TOTAL financial horizon so that we can build the best plan possible for your specific needs.

BUILDING YOUR FINANCIAL PLAN: THE PROCESS

The following outlines the process we follow when we build your financial plan:

1. Form a relationship with you based on trust, honesty, loyalty, responsiveness and putting your interests first
2. Learn and fully understand your goals and expectations
3. Gain a clear picture of your current financial status and identify any problem areas and opportunities
4. Develop a comprehensive, smart, flexible and up-to-date financial plan
5. Put your plan into practice with the right portfolio of products
6. Regularly review your plan and make changes when appropriate

The ongoing review of your plan is a key part of our process. When we analyze your plan and determine changes are needed, we will talk with you about recommendations and make changes you are comfortable with.

You’ll be informed regularly about your plan, with statements that show the performance of your portfolio, reports about transactions and tax updates. And we’re always happy to meet and speak with you.

Annually, we do a comprehensive review of your plan to ensure your goals, both present and future, are being met.

WHY CHOOSE US?

Like you, we have families. We want the very best for them now and in the future. We want the same for you. That’s why our philosophy is people and plans come first! And that’s why people like you choose us as their trusted advisors.

OFFERINGS

After going through our detailed process to develop your plan, we work together with you to create a portfolio that matches your investment preferences, risk tolerance, your age and stage of life and other key factors. The following are the main offerings we provide: