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. 

Recent Posts

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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Review of 2025 and What to Expect in 2026

Dec 30, 2025

AI investment is accelerating, but can monetization match the momentum? Explore the forces behind the pervasive market volatility and why some see the makings of a bubble....

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Investing a lump sum

Dec 15, 2025

Have you received an annual bonus or inheritance? Studies show investing a lump sum all at once tends to beat investing gradually, but personal factors matter as much as market analysis....

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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

10 Second Street N
Stoney Creek, Ontario
L8G 1Y6 Canada