Assante advisors with published wealth management information

…ings to review portfolio performance, as well as discuss market and economic conditions. I also worked closely with the Wealth Planning Group and clients’ other professional advisors to assist in implementing planning recommendations. Assante is owned by CI Financial Corp., which is one of Canada’s largest wealth management firms and has approximately $160 billion in total assets as at March 31, 2018. I am effectively supporte…

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…

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…

…lan can have many benefits for you, your heirs, and those in your local community or in countries around the world. Our wealth planning team can help you develop a personal strategy to bring your legacy to life. We help you to decide the best way to structure your estate, what type of trusts will be set up, how family assets will be transferred to your beneficiaries that is both fair and tax efficient. Proper planning will sav…

…access to the customized United Financial brand of solutions managed by CI Investments Inc. With 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 Private Client option through the United Financial division of CI Private Counsel LP.

…protection is provided by our comprehensive governance processes and the substantial financial resources of CI Assante Wealth Management’s parent company, CI Financial Corp. Assante’s legal and compliance personnel keep senior management, as well as CI Financial’s board of directors, aware of legal, regulatory and compliance matters on a continuous basis. In addition, CI Financial’s Internal Audit Department plays an integral…

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…

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,…

…business, a job, raising a family, or giving to charity, I want to help you. As part of Assante’s Complete approach to wealth management, our advisors will work with your current accountant, lawyer, insurance provider etc. to build your plan or they can leverage the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division…

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…

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…

Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management *The Wealth Planning Group is a part of Assante Private Client which is adivision of CI Private Counsel LP, and an indirect, wholly-owned subsidiary of CI Financial Corp.

…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…

You can additionally feel secure knowing that your financial needs are supported by the exceptional investment management team and wealth planning group available through Assante’s sister company, CI Investments Inc., and United Financial, a division of CI Private Counsel LP.

…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.

…devoted my career to helping business owners and individuals in achieving their financial goals and dreams. My holistic wealth management process involves building customized financial plans designed with the focus of achieving each client's unique objectives, ensuring integration of investment, tax, risk, retirement and estate complexities. I take pride in providing an exceptional client experience through sound guidance and…

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…

…individuals, families, and small business owners on the complexities of financial planning, investment strategies, and wealth management. He believes that informed clients are confident clients and takes pride in guiding them through every step of their financial journey. In his work with small business owners, Rafael helps them navigate the unique financial challenges they face, providing tailored advice and comprehensive pl…

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…

Comprehensive Professional Analysis and Reports Portfolio Expectations Reviews Asset Class Diversification Strategies Ongoing Rebalancing of your overall portfolio Tax Optimization through all of your Assante accounts Customized Portfolio Development based on risk tolerance

Wealth Management is a term often used in the financial industry, but not often defined or understood by clients. As a wealth manager, our role is to pull all the financial pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. A wealth plan will encompass your entire financial well-being; from investments and insurance, to tax planning and estate planning, t…

…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…

…dition of Atlantic Business Magazine No one knows about raising a beacon of hope better than the financial advisors and wealth management professionals at Assante Hydrostone in Halifax. For 30 years, this innovative practice has helped scores of small and medium sized businesses in the Atlantic Provinces shine a light through some of the darkest times. Times like these. It’s not hard to understand how: They see the big picture…

…the Financial Services industry since 1989. Prior to joining Assante Capital Management Ltd. in 2000, he worked in the Wealth Management division of one of Canada’s leading chartered banks, providing clients with financial guidance in Investment and Estate Planning. Aside from a Business Management certificate from Université du Québec à Montréal, he has a Certified Financial Planner certification and also holds the Canadian…

…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…

At Assante, we help to simplify your life by managing all of your financial and wealth management needs in one place. As your trusted advisor, I act as your Personal CFO to pull all the pieces of your financial life together and provide you with an overall perspective, that integrates advice on all aspects of your financial well-being: from investments, insurance, to tax solutions and retirement planning, projections and incom…