The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan 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. 

Financial Peace of Mind Starts at 101

At Assante, we have our own unique philosophy, defining principles and, comprehensive wealth management solutions.  And, we are justifiably proud of them.  We also know that financial planning is more than just numbers.  For us, it's the people and dreams behind the figures that matter the most.

We can help you gain peace of mind and achieve your dreams for the future, whether it's a worry-free retirement, sending children to university, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause.

Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, we can help you make the right decisions about your wealth, and help you build the future you desire.

If you are looking for a financial solution that will simplify and enhance your life, please contact us for a confidential consultation.

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What to expect in 2024

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As 2023 draws to a close, let’s reflect on the changes and challenges of the past year and explore enticing trends and investment opportunities for the year to come....

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Making the most of a First Home Savings Account

Jan 04, 2024

Do you have a child who aims to be a homeowner? We’ve got strategies to help your child—and you—use a First Home Savings Account (FHSA) to its best advantage....

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Investment services and strategies


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 contact me for a confidential consultation.

 

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Servicing our clients from three Northern locations

 

Office Address

101 McIntyre Street West 

North Bay, Ontario

P1B 2Y5 , Canada

(705) 476-5422

 Office Address

 54 Queen Street  

 Sturgeon Falls, Ontario 

 P2B 2C8, Canada 

 (705) 580-3012

 Office Address

51 Armstrong Street N

New Liskeard, Ontario

P0J 1P0, Canada

(705) 647-6838