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

Six Questions That Keep Markets Guessing

Sep 28, 2026

Markets remain rangebound despite robust corporate profits. Explore the six key questions shaping investor sentiment, from interest rates and debt to AI and geopolitics....

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Staying within your comfort zone

Sep 22, 2026

Sharp market downturns make panic-selling tempting. Learn why playing it "too safe" during volatility can prevent your portfolio from recovering and meeting your goals....

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Supporting a child with special needs

Sep 22, 2026

From choosing a qualified trustee to combining a registered savings plan with a trust, explore the essential wealth planning strategies designed to give special needs families greater peace of mind....

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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