As an Assante advisor with 34 years of experience, I have always maintained that integrity and trust are the cornerstone of any Client/Advisor relationship. As a Senior Financial Advisor, my goal is to help my clients achieve financial independence and the kind of life they want to live and especially through the retirement years. I pride myself on offering wealth, investment, tax and estate planning advice combined with service excellence to my clients, and to their families and friends. My goal is to simplify and enhance the life of my clients; that’s why I’m here! My administrative team consists of Chantal Rancourt, Eric Malette and Alain Malette. We are here as a team to serve all client needs. Behind my team and myself are the resources and expertise of CI Assante Wealth Management, one of Canada’s largest independent financial services firms. Assante’s professional team of experts includes lawyers, accountants, and financial analyst to complement me as your Senior Financial Advisor. An exceptional resource for me as advisor and an added value for you the client. As your Assante Advisor, I believe that every client is unique with specific needs and goals. By developing a one-on-one relationship with each client, this provides the necessity to create a tailored approach for each client. Please browse through my website to view the many financial ideas, links and tools. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by the professionals of the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP. which is a wholly owned subsidiary of CI Financial Corp.
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Welcome
As an Assante advisor with 34 years of experience, I have always maintained that integrity and trust are the cornerstone of any Client/Advisor relationship. As a Senior Financial Advisor, my goal is to help my clients achieve financial independence and the kind of life they want to live and especially through the retirement years. I pride myself on offering wealth, investment, tax and estate planning advice combined with service excellence to my clients, and to their families and friends. My goal is to simplify and enhance the life of my clients; that’s why I’m here! My administrative team consists of Chantal Rancourt, Eric Malette and Alain Malette. We are here as a team to serve all client needs. Behind my team and myself are the resources and expertise of CI Assante Wealth Management, one of Canada’s largest independent financial services firms. Assante’s professional team of experts includes lawyers, accountants, and financial analyst to complement me as your Senior Financial Advisor. An exceptional resource for me as advisor and an added value for you the client. As your Assante Advisor, I believe that every client is unique with specific needs and goals. By developing a one-on-one relationship with each client, this provides the necessity to create a tailored approach for each client. Please browse through my website to view the many financial ideas, links and tools. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by the professionals of the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP. which is a wholly owned subsidiary of CI Financial Corp.
As an Assante advisor with 34 years of experience, I have always maintained that integrity and trust are the cornerstone of any Client/Advisor relationship. As a Senior Financial Advisor, my goal is to help my clients achieve financial independence and the kind of life they want to live and especially through the retirement years. I pride myself on offering financial, investment, tax and estate planning advice combined with service excellence to my clients, and to their families and friends. My goal is to simplify and enhance the life of my clients; that’s why I’m here! My administrative team consists of Chantal Rancourt, Eric Malette and Alain Malette. We are here as a team to serve all client needs. Behind my team and myself are the resources and expertise of CI Assante Wealth Management, one of Canada’s largest independent financial services firms. Assante’s professional team of experts includes lawyers, accountants, and financial analyst to complement me as your Senior Financial Advisor. An exceptional resource for me as advisor and an added value for you the client. As your Assante Advisor, I believe that every client is unique with specific needs and goals. By developing a one-on-one relationship with each client, this provides the necessity to create a tailored approach for each client. Please browse through my website to view the many financial ideas, links and tools.
