Robert-Yves Mazerolle is a Senior Financial Planning Advisor and has been working in the Financial Services industry since 1989. Prior to joining Assante Capital Management Ltd. in 2000, he worked in the Wealth Management division of one of Canada’s leading chartered banks, providing clients with financial guidance in Investment and Estate Planning.

Aside from a Business Management certificate from Université du Québec à Montréal, he has a Certified Financial Planner certification and also holds the Canadian Investment Manager (CIM) designation.

Robert-Yves is strongly positioned to provide integrated wealth management solutions to individuals and families in several provinces in both official languages. Through his firm, he has access to experts in investment analysis, portfolio management, tax lawyers, accountants, insurance specialists, wealth planners, as well as banking and mortgage specialists.

Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by the professionals of the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP. which is a wholly owned subsidiary of CI Financial Corp.

Passions and Involvement

In his spare time, Robert-Yves loves to play traditional music with friends and enjoys working on his hobby farm. He also serves on the board of a couple of not-for-profit organizations within his community.