Assante advisors in Ontario with published wealth management information

Today, as a Senior Financial Advisor at CI Assante Wealth Management Ltd. — whose 900-plus professional advisors make it one of Canada’s largest wealth management firms — Marilyn counts a range of comprehensive and integrated wealth-management services among her client offerings. These include retirement, estate, tax, education, insurance, risk management and investment planning. Marilyn is affiliated with a number of investme…

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,…

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…

…ient, take a closer look at our customized approach below, or contact me at your convenience for a private consulation. Integrated wealth management begins by understanding your present situation and future goals. Whether you have immediate financial concerns or long-range planning considerations, I will help you bring them into focus through detailed discussion and fact-finding. Chances are, realizing all of your goals will d…

…e financial advice (delivered in a way that they understand) that helps grow and preserve their net worth. Investments, wealth planning and financial advice can be confusing. Our experience in the financial services industry has shown us that generally, this is by design , so that investors don’t question the advice given. We aim to break that mould and deliver transparent advice that provides real value to clients, encouragin…

…h active management from portfolio managers around the world, these leading solutions combine investment expertise with wealth planning strategies. For high net-worth clients with more complex wealth planning needs, you’ll benefit from the exclusive offering of Assante Private Client, a division of CI Private Counsel LP. Private Client Managed Portfolios are made available through Assante Private Client, a division of CI Priva…

The combination of traditional investment advice with insurance, tax and estate planning takes your entire financial situation and future lifestyle objectives into consideration.

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…

…or all of your wealth needs, I can help you make the right decisions. Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. As your advisor, I pull all the pieces together to provide you with the big pic…

Our Wealth Management and Investment philosophy is rooted in a holistic, evidence-based approach that integrates comprehensive financial planning with sophisticated investment management. We are committed to understanding each client’s unique financial situation, goals, and risk tolerance to craft personalized strategies that foster long-term financial success.

…cess of our clients that we focus on what we can control. Our process is comprised of four modules, Financial Planning, Wealth Management, Estate and Risk Planning, and Holistic Topics. Not every box will apply to every client in the beginning of our relationship but over time more and more areas of our process will come into play. Once they do become an issue that needs to be addressed it is important to note that each area i…

…ent-first approach to every relationship. As a trusted financial advisor, she specializes in retirement forecasting and wealth management serving individuals, families and business owners. Over the course of her career, Paula has guided clients through all market cycles and life's transitions - always with a focus on long-term financial health and personal wellbeing. Paula takes pride in simplifying complex financial concepts…

Active Asset Allocation Wealth Management targets a client group who need a high quality, customized and cost effective fee-based portfolio solution which is modeled after the Pension Fund approach to money management . The result, which has now been employed for several years, is the delivery of a low cost, best manager, multi-style and active pension fund approach to client investment management. The program’s goal is to cre…

…e 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 yo…

Build a Financial Roadmap for Your Future Achieving your financial goals starts with a solid plan. Our wealth planning approach integrates investment strategies, tax efficiency, and estate planning to help you grow, protect, and transfer your wealth. Whether you’re saving for a home, planning for retirement, or securing your family’s future, we’re here to guide you.

…currently serve as a Senior Financial Advisor at Assante Capital Management Ltd. I am a founding shareholder of Assante Wealth Management. I have been a guest radio host in the role of resident financial authority from 1994 to 1997 prior to being a weekly expert on talk radio from 2008 through 2010. I have been quoted as a financial specialist in national print media dating back to 1999. Since 1991 I have hosted over 100 publi…

…o you. Wealth Matters Webcast – valuable insights and expertise directly from the portfolio managers and an informative wealth planning presentation by our wealth planning experts. Wealth Matters Summary – Highlights from the Wealth Matters webcast featuring portfolio manager perspectives and valuable insights from our wealth planning experts. Portfolio Construction – tactical maneuvers by portfolio managers The Big Picture –…

…8. In 1993 Sam joined Berkshire Investment Group (formerly AIC Investment Planning) and in August 2000 joined KingsGate Wealth Management with the securities companysuccessor, Industrial Alliance Securities and joined Assante Capital Management in 2007. The major focus in the last number of years has been on individual clients’ financial planning needs for: investments, retirement planning, children/grandchildren education fun…

…ovide guidance and recommendations to create your Comprehensive Wealth Plan to address all of your needs. Comprehensive Wealth Planning The combination of traditional investment Advice with insurance, tax and estate planning takes your entire financial situation and future lifestyle objectives into consideration. Your Wealth Plan is designed to provide a roadmap to preserve the wealth you have worked so hard to create, enhance…

…wealth needs, our team partners with you to make the right decisions. Through a personalized, comprehensive approach to wealth management, our team provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. We pull all the pieces together to provide you with the big picture – an overa…

…dedication to exceptional service are crucial to a successful advisor-client relationship. Through consistent focus on your best interests and ongoing monitoring and managing of your accounts, Sergio ensures that you remain on track to achieving your goals. Please take a few moments to learn more about Sergio and his team and how they can bring the benefits of a personalized, comprehensive approach to wealth management to you.

Shawn is an experienced Wealth Advisor with Assante Wealth Management serving Ancaster, Brantford, and all of Southwestern Ontario. He holds a bachelor’s degree in economics and music from the University of Ottawa as well as the Personal Financial Planner designation from the Canadian Securities Institute. For more than 20 years, Shawn has been dedicated to making a difference in the lives of his clients and their families, he…

At Assante, our mission is to deliver integrated wealth management solutions and help create wealth and prosperity for Canadian families who entrust us with their affairs.

At Assante, we simplify your life by meeting all of your wealth management needs in one place. As your main source for all of your wealth needs, I will pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. I will work closely with your trusted advisors as well as our in-house network of experts to create financial opportunities and well-defined…

At Assante, we simplify your life. Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions, supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, ea…

Big Picture Planning –we take into account all aspects of your wealth management, including tax planning, estate planning, risk management, insurance, charitable giving, cash flow and debt management. Customized Financial Plans –your unique financial plan will be developed with your needs, goals and requirements in mind. Diversified Portfolios –your customized portfolio will be well diversified with respect to asset classes, g…

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…

Financial Planning The primary goal is to make you financially stable and comfortable. We do this through regular checkups on your net worth, current asset mix, and progress statements. We also ensure your retirement strategy and financial goals are being met while giving you the means to plan current expenses. Portfolio Selection We choose the appropriate combination of stocks and bonds through the best mutual fund money mana…

Assante Wealth Management’s Group of Seven Wealth Advisors are proud to be the presenting sponsors of the McMichael Moonlight Gala 2017 and the 150 th anniversary partners of the McMichael. We are also the lead sponsors of Higher Estates: Lawren Harris and his American Contemporaries exhibition. I am thrilled to be a part of this initiative and support an organization that preserves our Canadian Art and Culture. To learn more…

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…