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Roger Goldson, M.B.A., RFP, CFP
Senior Financial Planning Advisor

We deliver integrated wealth management solutions to create and manage wealth for Canadian families.

Founded in 1995, Assante Wealth Management is a leading provider of integrated wealth management solutions, designed to meet the needs and goals of individuals, families and businesses across Canada.

Our advisors and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth planning group available through our sister-company, CI Investment Inc. and United Financial, a division of CI Private Counsel LP.

Be well-advised is our promise to you.

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Assante Capital Management Ltd. - member CIPF
175 Longwood Road South
Suite 400
Hamilton, ON , L8P 0A1

Email: rgoldson@assante.com
Phone: (905) 526-0485
Fax: (905) 526-8277

If you are an Assante Client you can access our online services through this secure login link:

If you are a client with Private Client Managed Portfolios you can access our online services through this secure login link:

If you are a client with Institutional Managed Portfolios, Optima Strategy or Artisan Portfolios you can access our online services through this secure login link:

Assante advisory services are offered through Assante Financial Management Ltd. And Assante Capital Management Ltd. (Member - CIPF). The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.

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