Our Team of Financial Advisors

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. As part of 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—an expert who is intimately acquainted with and personally involved in every detail of your family's financial affairs.

We understand the hard work that goes into creating wealth for your family and recognize that managing wealth can be an overwhelming process. 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.

We are excited to introduce you to the exceptional advisors available at our three branch locations, who are ready to provide financial advice to you and your family.  

To get started, simply complete the form and schedule an appointment with one of our advisors listed below:


John Alexander

Thomas Brott

Jean Chaput

The Manson Team

Lachlan McLachlan

Robert Nicholls & Associates

Carol Nichols-Tremblay

Thomson Financial Partners

Christine Albert

Eric Simard

Leave a Note

Please fill out the form below

Serving our clients from three Northern locations

Choose a financial planning expert from our team at CI Assante Wealth Management, and gain access to a group of experts dedicated 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:


101 McIntyre Street West

North Bay, Ontario

P1B 2Y5

(705) 476-5422


54 Queen Street

Sturgeon Falls, Ontario

P2B 2C8, Canada

(705) 580-3012


51 Armstrong Street N

New Liskeard, Ontario

P0J 1P0, Canada

(705) 647-6838