Yvelin Kouakou, CIM®

Investment Advisor

Yvelin is dedicated to helping individuals and families achieve their financial and lifestyle goals through personalized investment strategies and professional guidance. He works closely with clients to develop wealth management solutions that aims to simplify financial decision-making and support their long-term objectives. "My goal is to help clients navigate changing markets with confidence while staying focused on what matters most to them."

With a decade of experience in the financial services industry, Yvelin has developed extensive knowledge of investment products, portfolio management and market trends. He holds the Chartered Investment Manager designation, which strengthens his ability to provide thoughtful, client-focused investment strategies tailored to each client's unique needs and goals.

Yvelin is passionate about building strong relationships and helping clients make informed financial decisions. He values trust, open communication and a disciplined approach to investing, ensuring that clients feel supported throughout their financial journey.

Whether you are building wealth or seeking professional investment guidance, Yvelin welcomes the opportunity to connect with you. Contact him today to discuss your financial goals and learn how a personalized investment strategy can help you achieve them.

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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. 

Yvelin kouakou

Yvelin Kouakou CIM®

Investment 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

2020 Transcanadienne, Bureau 301
Dorval, Québec
H9P 2N4 Canada