Skip to Main
  • Phone: 905-641-6654
  • HOME
  • OUR TEAM
  • SERVICES
    • OUR SERVICES
    • INVESTMENT PLANNING
    • ESTATE PLANNING
    • THE FIVE PILLARS OF THE WEALTH PLANNING APPROACH
    • TREVOR'S VALUE PROPOSITION
    • CHARITABLE GIVING
    • TESTIMONIALS
    • TAX PREPARATION AND PLANNING
  • RESOURCES
  • BLOG
  • ABOUT
    • ABOUT ASSANTE
    • PROTECTING YOUR ASSETS
  • CONTACT US
  • HOME
  • OUR TEAM
  • SERVICES
    • OUR SERVICES
    • INVESTMENT PLANNING
    • ESTATE PLANNING
    • THE FIVE PILLARS OF THE WEALTH PLANNING APPROACH
    • TREVOR'S VALUE PROPOSITION
    • CHARITABLE GIVING
    • TESTIMONIALS
    • TAX PREPARATION AND PLANNING
  • RESOURCES
  • BLOG
  • ABOUT
    • ABOUT ASSANTE
    • PROTECTING YOUR ASSETS
  • CONTACT US
  • HOME
  • OUR TEAM
  • SERVICES
    • OUR SERVICES
    • INVESTMENT PLANNING
    • ESTATE PLANNING
    • THE FIVE PILLARS OF THE WEALTH PLANNING APPROACH
    • TREVOR'S VALUE PROPOSITION
    • CHARITABLE GIVING
    • TESTIMONIALS
    • TAX PREPARATION AND PLANNING
  • RESOURCES
  • BLOG
  • ABOUT
    • ABOUT ASSANTE
    • PROTECTING YOUR ASSETS
  • CONTACT US

ESTATE PLANNING

Trevor Marsh
Financial Advisor
tmarsh@assante.com
Phone: 905-641-6654

CI Assante logo
CIPF Logo Canadian Investment Regulatory Organization


CI Assante Wealth Management Ltd. operates as CI Assante Wealth Management, a fully integrated investment firm offering investment, mutual fund, and exempt-market products and services.

Wealth Planning services may be provided by an accredited advisor of CI Assante Wealth Management or CI Assante Private Client (a division of CI Private Counsel LP) and in some cases, by a non-affiliated third party. Insurance products and services are offered through Assante Estate and Insurance Services Inc.

CI Assante Wealth Management Ltd. is a member of the Canadian Investment Regulatory Organization and Canadian Investor Protection Fund.

© CI Assante Wealth Management. All Rights Reserved.
Privacy Notice | Legal Notices and Disclaimers | Know Your Advisor: Advisor Report | Accessibility


  • Privacy Policy
  • Legal Disclaimer

Trevor Marsh

  • Telephone number
  • Email