Why Choose Us

With access to a wealth of tools and resources, we are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and United Financial, a division of CI Private Counsel LP.

Our core values of integrity, passion and professionalism drive our business. You can feel secure knowing that your financial needs are being looked after by an Assante advisor.

Financial Planning

Financial Planning is a process of logical decision making that is done over a series of stages. We sit together and map out your future financial needs by determining your current financial situation while considering your financial goals.

How We Work

We work collaboratively with our clients to identify their key goals and concerns and provide practical, effective financial solutions and strategies to allow them to realize their objectives. I liken this process to navigating a boat.