Our Financial Advisors in North Bay
For over 35 years, we have been a leader in professional financial planning in the North Bay community. Today, we proudly serve our clients from three convenient northern locations: North Bay, Sturgeon Falls, and New Liskeard. What sets us apart and ensures the quality of our advice is the expertise of our financial advisors in North Bay. As part of CI Assante Wealth Management, one of the largest Canadian professional services firms in wealth management, our team consists of respected, knowledgeable, and dedicated advisors. Our clients trust us with their lifetime wealth needs because we offer the tremendous advantage of having a single point of contact—a professional who is intimately acquainted with and personally involved in every detail of your family's financial affairs.
We understand the hard work of creating wealth for your family and recognize that managing wealth can be overwhelming. Our experienced financial advisors across North Bay, Sturgeon Falls, and New Liskeard are here to help you navigate the challenges and complexities involved in wealth management. Choosing a financial advisor is one of the most important decisions you will ever make, whether it's for yourself or your family. Our advisors possess years of experience, the necessary skills, tools and calculators, strategies, and support to build a comprehensive wealth plan tailored to our clients' needs.
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To get started, contact us or simply complete the form and schedule an appointment with one of our advisors listed below:
Christine Albert
Assante Capital Management Ltd.
Christine's focus as an advisor is education and coaching for her clients. She strives to ensure that each client has a roadmap for their future and feels they are confident in reaching those goals. Christine specializes in financial planning for families with children with disabilities.
Christine was born and raised in North Bay, Ontario, and advises clients across multiple provinces. She has enjoyed a career at Assante Capital Management Ltd. since 2007 and has been an advisor since 2013.
Christine is married and has three children. When she's not at work, she enjoys being active and watching her children participate in their various hobbies and sports.
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Alexander Financial Strategies
Assante Capital Management Ltd.
In our practice, you and your family are the focus. Here, you won't find an approach where you are made to fit into a canned solution; we will tailor a personalized financial plan to meet your needs. Whether you are just starting your financial journey or have years of experience, we can help. With our expertise, personalized service, and access to some of the best-in-class investment and insurance options, you and your family will have peace of mind and a shoulder to lean on as we meet your financial goals together.
Brott, Simard & Associates
Assante Financial Management Ltd.
At Brott, Simard & Associates, we are dedicated to delivering personalized service and expert financial advice to help clients achieve their goals. With over 35 years of combined experience in wealth management, we provide tailored financial planning solutions.
Thom Brott, CFP® brings over 15 years of experience in financial planning and has earned numerous awards for leadership and client service, including the prestigious Toby O. Petersen Award in 2016. He holds multiple professional licenses and certifications. Outside of work, Thom enjoys family time with Chloe and Lindsay.
Eric Simard, CFP® is a bilingual Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER® professional specializing in retirement income planning. With over 20 years in the industry, Eric offers clear, actionable strategies to help clients maximize savings, minimize taxes, and retire confidently.
Together, we are committed to guiding you through every stage of your financial journey with trusted advice, expert knowledge, and a passion for your success.
Jean Chaput
Assante Financial Management Ltd.
Our Team is dedicated to providing professional financial planning to our valued clients. We appreciate our long-lasting relationships and look forward to starting new ones.
With over 65 collective years in the industry, our team of three works together to provide sound financial advice, and we are very fortunate to have the opportunity to do what we do.
The Manson Team
Assante Capital Management Ltd.
Welcome to The Manson Team, a third-generation family business with a rich legacy spanning over 30 years in the dynamic world of Investments and Financial Planning. At the heart of our practice is an unwavering commitment to client service, where we believe in going above and beyond for our valued clients. Our team is comprised of three financial advisors, and we take pride in having a Certified Financial Planner on our team, ensuring our advice is both grounded in experience and aligned with the highest industry standards. Your financial success is our priority, and we look forward to embarking on this journey with you.
Lachlan McLachlan
Assante Capital Management Ltd.
Our team specializes in guiding families and individuals toward maximizing their savings for life's significant milestones—whether for education, retirement, or buying a first home. We're committed to building lasting relationships with each client, taking the time to understand their unique needs and crafting customized financial strategies that work for them. Our goal is to be trusted partners in helping clients achieve financial security and peace of mind for the future.
Robert Nicholls & Associates
Assante Capital Management Ltd.
At Robert A. Nicholls & Associates, we understand how hard you work to attain and maintain your family's financial wealth. We believe in prioritizing our client's financial needs and goals. To help you achieve your wealth planning goals, our practice offers various services – investments, insurance, financial planning, retirement planning, tax planning, debt management, and more. As your Advisors, we aim to help you build a comprehensive financial plan to help you build and protect your wealth for future generations. We are here to help you understand your financial needs and navigate all the challenges and complexities you may face while attaining your financial goals. With a dedicated intergenerational family team of two Financial Planners, two financial advisors, and 3 tenured administrative staff, you can rest assured that your investments and financial goals are our priority. We would be happy to book a time to get to know you and your family better and demonstrate how our services and expertise can help you move forward.
​Thomson Financial Partners
Assante Capital Management Ltd.
Thomson Financial Partners has been in the business for over 50 years, using tried and true principles to help our clients reach their goals. We rely on our experience and the lessons that history has taught us. One of those lessons is that financial advice continues to evolve. We thirst for knowledge and work hard to stay on the cutting edge. We use a team approach to give you the best possible service. We have different educational qualifications and expertise because we believe no single person can adequately advise on all aspects of financial planning.
Serving Our Clients from Three Northern Locations
Choose a financial planning professional from one of our teams and gain access to a group of dedicated experts to helping you make informed decisions about all your wealth planning needs. From estate planning to retirement, our advisors provide comprehensive financial planning services across the region. With three convenient Northern locations in North Bay, Sturgeon Falls, and New Liskeard, we are well-positioned to assist you in achieving your financial goals.
Here are our addresses:​
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