Assante advisors 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.

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,…

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…

At CI Assante Wealth Management Dauphin, our primary objective is to aim for a seamless and effortless experience for our valued clientele. The visual representation below vividly illustrates the personalized nature of this process, carefully tailored to suit the distinctive needs of each individual client!

…ituation of his clients, supported exclusively by talented people who respect his values ​​and integrity. His collaborators add their skills to his and form a team of trusted multidisciplinary professionals. “Wealth planning and management, differently” means for him simple human and professional advice offering numerous possibilities. Allowing you to achieve your goals by investing in what really matters: You and your future.

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…

…ensive financial strategies tailored to their personal dreams and goals, and by offering integrated financial planning, wealth management, investments, tax and estate services, insurance, and retirement planning. You will be treated as we would want to be treated ourselves and we will earn and maintain your trust by doing what we say we will for you. My approach works best with clients who have greater than $1,200,000 in inves…

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…

…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…

Wealth Management has become somewhat of a "buzz-word" in the financial services industry evidenced by the fact that something like 75% of firms claim that they offer complete "wealth management" services. The reality is much different though, with less than 20% of financial firms in Canada actually providing any form of multi-level wealth management to their clients. At Assante Financial Management Ltd., we take full advantag…

A Complete Approach to Wealth Management 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. Throug…

…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…

A Complete Approach to Wealth Management 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. Throug…

Tax & Estate Planning Retirement Income Strategies Business Succession Planning Investment Planning Advice Cash Management Charitable Giving & more...

Clint has been in the financial industry for over 8 years, and for the last five of those, as a successful planner and advisor with Assante Financial Management. He works with families and businesses to navigate the world of investment, retirement, and estate planning. From the initial plans of a growing family to the complex needs of a business succession plan, Clint and his team help his clients make, and execute, well infor…

…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…

…pline and long term planning are all well and good, but you can’t put life on hold. What about right here and now? Your integrated wealth management plan needs to be flexible enough to accommodate the opportunities that present themselves today. By considering your cash and credit needs along with all the other components of your financial affairs, we can ensure that you and your family enjoy quality of life today while also w…

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…

…I Assante wealth advisors , we will work with you to define and prioritize each of your goals and build a comprehensive wealth management strategies 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. Our clients include dentists , health professionals , entrepreneurs , and high-net-worth individuals and families w…

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…

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 and comprehensive approach…

…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…

…25 years. He helps families simplify their affairs and increase their quality of life through an integrated approach to wealth planning which includes expertise in investments, insurance, tax, retirement, and estate planning. David specializes in planning for business owners and providing high net worth planning services. David completed his Certified Financial Planner designation in 1998. He believes in continuing education,…

Assante provides high-net-worth individuals, families and business owners with exclusive access to comprehensive wealth planning and custom-built portfolios through CI Assante Private Client. While working closely with the Davis Nerman Wealth Group, clients in this program are offered additional planning services and a robust suite of investment solutions specific to high net worth individuals. Wealth breads complexity and the…

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…

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…

In our roles as your trusted advisors, we consolidate all the elements to present you with the big picture – an overarching perspective that integrates every aspect of your situation. Together, we will assess and evaluate your current financial affairs to formulate a plan that addresses your complete financial well-being, spanning investments and insurance, tax planning, estate planning, personal and family wealth, and busines…

…lves addressing all aspects of your affairs that can have a financial impact. The three key components of comprehensive wealth management are: Investment Management Portfolio Construction Wealth Planning One of the benefits of using our process is the exclusive access to the Wealth Planning Group at Assante Private Client, a division of CI Private Counsel LP. The group is comprised of tax accoutants, lawyers and wealth planner…

• 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…

The most important part of any financial plan is that all of the parts are working together. Is your plan tax efficient? Are your investments working together to help you reach your financial goals? As a CERTIFIED FINANCIAL PLANNER professional, I make sure your total financial picture is logical, efficient and working towards your goals. I often find a few simple changes can make a difference to a clients bottom line.

…st about investments. Sure, they play an important role in implementing your plan for a successful financial future but wealth planning is about much more. We believe it’s about you, and discovering what matters to you—your needs, your fears, your priorities and your goals. Only then can we begin to develop a plan tailor-made for you. We’ll take you step-by-step through the process but it’s important to know that we’re not wor…