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. 

Thomas Brott

Financial Advisor

Recent Posts

Trade Tensions Must De-Escalate

Jun 02, 2025

U.S. exceptionalism is beginning to falter as more countries are targeted with tariff threats. Will trade tensions ease in time to save the global economy?...

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Charitable giving through a private foundation

May 15, 2025

A private foundation provides flexibility, control and the opportunity for a lasting legacy....

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Tariff Troubles Continue

Apr 29, 2025

President Trump’s tariff surprise rattled markets—then a 90-day pause brought a partial rebound. Find out what triggered the volatility and what could happen next....

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Thomas Brott

Financial Advisor

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

101 McIntyre Street West
North Bay, Ontario
P1B 2Y5 Canada