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. 

Serge Sonier, CFP, CLU®

Senior Financial Advisor

Serge has over 19 years of in-depth industry experience successfully managing the wealth of individuals, families and small business owners  With access to comprehensive wealth management solutions, Serge looks for sound opportunities that align with the financial goals of his clients.

Recent Posts

Rethinking Downside Protection in Fast Markets

Feb 26, 2026

Markets don’t fall for the same reasons twice. Find out why downside protection is often an illusion—and why speed matters more than style or sector selection....

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CI Global Asset Management Panel Discussion – January 2026

Feb 02, 2026

From energy to AI, 2026 is full of opportunities and risks. Explore the details of our panel discussion for effective strategies and key insights to grow your portfolio....

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I can choose who gets my money when I die, right?

Dec 31, 2025

Find out under what circumstances the courts may step in to change estate distribution instructions....

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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

276 Marie Street Unit 1
Beresford, New Brunswick
E8K 1P8 Canada