We’re experts so you don’t have to be.

Investment Services & Strategies

At Assante Capital Management Ltd. , 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 contact me for a confidential consultation.

  • When you choose a CI Assante Wealth Management advisor, you are joining a national success story.

    Established in 1995, Assante has since become one of the largest wealth management firms in Canada, supporting over 900 advisors who oversee approximately $46 billion in assets for clients and their families nationwide.

    In 2003, Assante was purchased by CI Financial Corp. – a diversified wealth management firm and the third-largest investment fund company in Canada – bringing additional financial strength and resources to the Assante organization. Since becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index.

    The Advantages Are Clear

    You can feel secure knowing that your financial needs are being looked after by an Assante advisor. Our advisors, on average, administer almost twice the assets of advisors at other major independent firms. That's a powerful indication of their proficiency – and the trust they have earned from their clients.

    With access to a wealth 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 integrated range of services and advice that your Assante advisor can partner with you to tailor a strategy that meets your unique needs and simplifies and enhances your financial well-being.

    To find out more about CI Assante Wealth Management, please visit our public website.

  • A Complete Approach to Wealth Management

    At Assante Capital Management Ltd. , 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 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.

    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, to tax planning and estate planning, to your personal and family wealth, to your business interests.

    Call us to discuss:

    Tax and estate planning

    Retirement income planning

    Business succession planning

    Investment planning advice

    Cash management

    Charitable giving

    Insurance planning

  • View Our Process here.

  • We are happy to answer any questions you may have during an initial meeting at no cost.

About Assante