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Experience the Assante Advantage

Complete financial advice for all your wealth planning needs.

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.

Our Philosophy

TRUST

Our relationship with clients is centered around building trust. We accompany you through each stage of life and ensure that you meet your personal and financial goals while also making sure you are leaving a lasting legacy for your family.

EXPERTISE

We are proud to take a disciplined approach to investing and combine this with our industry knowledge and expertise. We align your personal investment goals with our innovative development strategies to provide you with a diversified investment portfolio. We tailor our solutions to meet your needs while adhering to our discipline and processes.

SERVICE

What makes us stand out is our impeccable customer service. We are always ready and available to address any questions or concerns. As a team of professionals we are committed to your investments and life goals, and strive to meet those goals as we grow along with you and your family.

Investment services & 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.

Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party. Integrated Planning Group is an outside business activity that may offer non-securities-related financial planning services. Any specific investment recommendations provided by Herrick Wealth must be done through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Assante is not responsible for any service or product supplied through Integrated Planning Group.
Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).