Assante advisors in Ontario with published wealth management information

With insurance planning as part of your wealth management strategy, you can manage risk at every stage of your personal and professional life to help strengthen and safeguard your family’s financial security.

Andrea began her career at Assante Wealth Management in 2015 and has spent her time at Assante as a licensed investment advisor. She has gained valuable experience in investments and financial planning by assisting two senior Financial Advisors. Andrea is a graduate of the University of Toronto’s Political Science program and subsequently studied Accounting and Finance at Ryerson University. Andrea became a certified Qualified…

Helping You Achieve Your Goals and Dreams Planning for your financial future is more than just looking at numbers. To Anne Huntley, it's the people and dreams behind the figures that matter the most. As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous busi…

We simplify your life by meeting all of your wealth management needs in one place. A good financial plan considers your debts, fixed expenses, investments, and all other sources of income to build a smart strategy to achieve your financial dreams… no matter how big or small. No two financial planning strategies are alike. Regardless of where you are now, you can (and should) still have a financial dream…and a plan to help get…

…live your life. Just like any journey though, you are more likely to succeed when you have a clear road map. Strategic wealth planning goes beyond investments. Through an integrated, comprehensive approach that encompasses all areas of your financial affairs; strategic wealth planning provides you with coordinated strategies to help you achieve your near and long-term financial goals. Planning works. According to a Financial…

…ls, needs and concerns. Brock is located at the Assante Capital Management Ltd., Waterloo office. With over 10 years of wealth management experience Brock listens to your input and uses your goals and priorities to develop solutions that best fit your financial situation. Based on personal and business interests, Brock coordinates strategies for tax, estate, investment and philanthropy around your personal and business interes…

…iary responsibility seriously and am committed to providing advice that is always in your best interest. My approach to wealth management is comprehensive. I help clients navigate all aspects of their financial lives, including investments, insurance, tax planning, and estate strategies. I am supported by a team of experienced professionals—lawyers, tax specialists, and financial analysts—allowing you to make informed decision…

As a Regional Vice-President, Wealth Planning, Chris Taylor works closely with our high-net-worth clients to identify issues and provide complex, tactical wealth planning support that complements their individual wealth plans. In particular, he focuses on tax and financial planning strategies for business owners, professionals, and other affluent individuals and families. Chris joined CI Assante Private Client in 2021 after wo…

…milies wanting to simplify their financial affairs and increase their quality of life through an integrated approach to wealth planning. Retirement Planning, Investment Selection, Education Plans, Estate Planning and Preservation are some of the ongoing services I provide. My discliplined investment approach and professionalism has earned me a reputation for being financially astute and client-focused. My clients appreciate th…

At Assante, we simplify your life by meeting all of your wealth management needs in one place. Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions. To ensure that you remain on track to meet your goals we will discuss your progress and your options together on an ongoing basis . I will recommend and explain the appropriate professionally manage…

Throughout her 35 years in wealth management, Dianne has provided high-quality wealth management solutions to clients with a variety of needs and investing knowledge. Dianne takes great pride in working alongside her clients to develop their understanding of wealth planning, regardless of their investing background and creating a strategy to achieve their financial objectives. Dianne's success in the industry is a testament to…

…duals and families to achieve their financial and lifestyle goals. He is dedicated to providing high quality advice and integrated wealth management solutions for his clients based on their evolving needs. He holds an MBA degree from Wayne State University in Detroit, Michigan, USA, and a Bachelor degree in Commerce from the University of Windsor, Ontario, Canada. His commitment to maintaining an outstanding level of professio…

• Retirement Planning • Investment Management • Insurance Strategies • Tax Planning • Estate Planning What other services can Ed provide for you? Ed will work with you to develop a financial plan that reflects your goals and interests. He has also assisted his clients with: Pension and Severance transfers Incorporation of their business or professional practices Setting up Family Trusts Implement corporate funded insurance str…

At Assante, we simplify your life by meeting all of your wealth management needs in one place. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice. As your main source for all of your wealth needs, I can help you make the right decisions. Through a personalized, comprehensive approach t…

…Can Glen meet your overall goals and your concerns? Is there a compatibility of styles, a level of comfort and confidence that will allow you to work together over time to achieve your goals? Customization: There are many facets to wealth management. Glen’s clients speak of his ability to listen carefully and then create a plan for their unique situation. Glen pays attention to ensure that all relevant factors are considered.

We offer clients access to a wide-range of wealth management solutions, including an extensive range of third-party products and service providers. We work with our clients to understand their needs and goals, and will recommend the most appropriate solutions for their current situation and as their needs change over time. The result is a comprehensive financial strategy based on personalized, professional advice and solutions…

Our holistic approach to wealth management allows us to offer value beyond the products and services we provide to our clients. The Family Circle Wealth planning process alllows us to uniquely customize various solutions for you in the areas of: Retirement Counselling Legacy and Estate Planning Integrated Wealth Management Investment Planning Advice Cash and Money Management Solutions Charitable Giving Debt Management We focus…

…goals. Whether your building wealth for your future or want to maximize your income from your investments, we have the solution for you. We offer all of the following services packaged in one personalized wealth management plan. Reach out to us for a free consultation, we look forward to building a lifelong relationship with you. Investments Tax Minimization Retirement Planning Education Saving Pension Transfers Life Insurance

My 30 year career in the Financial Services Industry has helped me to identify and simplify the Financial Planning Process for my clients. As an Advisor, with Assante Wealth Management, I am able to taylor investment solutions to meet all of our clients' needs.

- Tax and estate planning - Retirement income planning - Business succession planning - Investment planning advice - Cash management - Charitable giving - Mortgage and debt management - Insurance planning Insurance products and services are provided through Assante Estate and Insurance Services Inc.

…stry since 1996. She started her career at one of Canada's largest bank owned investment firms and then joining Assante Wealth Management in 2014. It was at Assante that she was able to work closely with her father-in-law Patrick Casey, who had over 40 years of financial experience. Together, they became a formidable team. Since Patrick’s retired in 2017, Heather continues to this day to ensure her clients are first and foremo…

As a client of Huron Shores Financial Group at Assante Capital Management Ltd., you will receive truly integrated wealth management services that are professional, methodical, and firmly rooted in understanding your personal needs. We will help you define your current financial situation and future goals, and implement a personalized plan to: Grow and protect your wealth with a customized investment portfolio Maximize your inc…

…tand that each client comes to us with their own unique financial concerns, needs or opportunities, and we have built a wealth management practice like no other. Increasingly sophisticated, knowledgeable, and demanding clients have been thrilled to have their lives simplified and enhanced through our integrated financial wealth management services that were tailored to each of their own unique needs and objectives. This is whe…

…milies achieve their financial and lifestyle goals. One of her primary objectives is to provide high-quality advice and integrated wealth management solutions that will simplify and enhance your life. As an Assante advisor, Jacty puts together personalized, comprehensive strategies where all components work together including investment planning, portfolio management, cash management solutions, tax planning and estate and insu…

…y for more then 25 years. He has worked within each of the major Canadian banks and has a thorough knowledge of their services and portfolios. In 2000, James decided to leave the banking industry and extend his knowledge in the financial planning area of Wealth Management and became a Financial Advisor. His personal philosophy is to look beyond the numbers to make your money work best for you. Clear, Simple and Trusted Advice.

With a career that spans 40 years and a practice that encompasses all areas of the wealth management process, James Schofield is a Senior Financial Advisor at Assante Capital Management Ltd.; one of Canada's leading providers of integrated wealth management solutions, designed to meet the needs and goals of individuals families and businesses. James has been helping individuals and owners of incorporations achieve their financ…

…as been helping families to simplify their affairs and increase their quality of life through an integrated approach to wealth planning that includes expertise in investments, insurance, tax, retirement and estate planning. James began his career as an Associate Advisor. His disciplined investment approach and professionalism earned him a reputation for being financially astute and client-focused. James believes in continually…

A Complete Approach to Wealth Management At Assante, we simplify your life by meeting all of your wealth management needs in one place.

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 contac…

…ng on a wide range of important topics including: Access to fee based exclusive Money Management Customized Financial & Wealth Planning Financial, Retirement & Tax Planning Treasury Bills, GIC's, Bonds, Stocks, and large array of Mutual Funds Self-directed RRSP's, RRIF's, RESP's. Insurance, Estate & Succession Planning Services Make the best financial decisions for you! Assess your current situation and make planning recommend…

Our approach to wealth management is simple. Our goal is to provide you with comprehensive wealth management advice according to your needs. With ongoing contact and support, our team ensures that you are on track to meet and exceed your goals. We pride ourselves on our industry knowledge, superior service, and commitment to your success. We are your trusted partner in: Insurance products and services are provided through Assa…

Assante is dedicated to meeting your complete financial and life management needs - whether investment, insurance, estate, banking or tax-related. Assante provides access to a broad range of highly skilled professionals, services and solutions through one point of contact ... your trusted Assante advisor. As an Assante team, we put all the pieces together for you. We will get a complete understanding of your financial situatio…

…individuals, families, and business owners make informed financial decisions with confidence. Since joining CI Assante Wealth Management Ltd in 2016, I have been dedicated to building long-term relationships with clients by providing personalized advice and exceptional service. My priority is always putting my clients' interests first and helping them achieve their financial goals through thoughtful planning and guidance. I a…

Next, I create a detailed document outlining my recommendations for your specific situation. I outline the investment strategy and personalized investment policy statement, which acts as a blueprint for your investments. The plan will determine exactly what you need to do to arrive, with a high level of confidence, at a time in your life that will enable you to retire on your own terms. Specifically, the exact dollar amount, s…

…n addition to his own expertise and knowledge, Lawrence works with a team of specialists to help his clients achieve an integrated wealth management strategy that extends beyond traditional financial and estate planning. Lawrence holds a BA from York University; he specialized in Mathematics for Commerce. He believes in continually improving his education to better serve his clients. By earning industry designations, he is com…

At Assante, we simplify your life by meeting all of your wealth management needs in one place. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice. As your main source for all of your wealth needs, we can help you make the right decisions. Through a personalized, comprehensive approach…