Michelle Lo | Assante Advisor Profile

Published profile overview

You can feel secure knowing that your financial needs are being looked after by an Assante advisor. Our comprehensive approach takes into consideration each piece of your financial situation to solve the puzzle of building and preserving your wealth. With access to a wealth of tools and resources, our advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Global Asset Management, and CI Assante Private Client, a division of CI Private Counsel LP. Our core values of integrity, passion and professionalism drive our business. It's through our all-encompassing approach, which offers a comprehensive and integrated range of services and advice that your Assante advisor can partner with you to tailor a strategy that meets your unique needs and simplifies and enhances your financial well-being. To find out more about CI Assante Wealth Management, please visit our public website .

Published content areas

These labels describe topics appearing in the stored public sources. They are not a suitability rating or a claim that every service is currently offered.

The advantages are clearFinancial PlannerA Complete Approach to Wealth ManagementDiscover the Assante difference.

Evidence-backed planning topics

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Business owners Business succession planning Cash flow and debt management Charitable giving and philanthropy Estate and legacy planning Family wealth and intergenerational planning Insurance and risk planning Investment planning Retirement income planning Retirement planning

Published profile evidence

Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.

The advantages are clear

You can feel secure knowing that your financial needs are being looked after by an Assante advisor. Our comprehensive approach takes into consideration each piece of your financial situation to solve the puzzle of building and preserving your wealth. With access to a wealth of tools and resources, our advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Global Asset Management, and CI Assante Private Client, a division of CI Private Counsel LP. Our core values of integrity, passion and professionalism drive our business. It's through our all-encompassing approach, which offers a comprehensive and integrated range of services and advice that your Assante advisor can partner with you to tailor a strategy that meets your unique needs and simplifies and enhances your financial well-being. To find out more about CI Assante Wealth Management, please visit our public website .

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Financial Planner

Michelle began her financial career in 2011, quickly earning her Life License Qualification and Canadian Investment Funds certification. After pursuing a post-graduate degree in International Development, she realized her true passion for helping clients achieve financial success and returned as a financial advisor. As a CERTIFIED FINANCIAL PLANNER professional, Michelle offers personalized, holistic solutions that evolve with her clients through all stages of life. She takes pride in equipping them with the right tools and protection to secure their financial futures. Outside of work, Michelle enjoys nature, coffee with friends, and volunteering with non-profit organizations, both locally and abroad.

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A Complete Approach to Wealth Management

At Assante, we simplify your life by meeting all of your wealth management needs in one place. As your trusted advisor, I pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests.

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Discover the Assante difference.

Call me to discuss: Insurance planning Investment planning advice Cash management Mortgage and debt management Retirement income planning Tax and estate planning Business succession planning Charitable giving

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Office Address

1 Valleywood Drive Suite 300 Markham, Ontario L3R 5L9 Canada

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ADVISOR-SPECIFIC KNOWLEDGE

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