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. 

Dianne Lackonick, CFP

Senior Wealth Advisor

Throughout her 30 years in wealth management, Dianne has provided high-quality wealth management solutions to clients with a variety of needs and investing knowledge. Dianne takes great pride in working alongside her clients to develop their understanding of wealth planning, regardless of their investing background and creating a strategy to achieve their financial objectives.  Dianne's success in the industry is a testament to her commitment to her clients and the strength of the relationships that are built.  She holds a Bachelor of Arts (Honours Economics) Degree from the University of Waterloo, a Bachelor of Education Degree from Queen's University, and both FLMI and Certified Financial Planner designations. Dianne also has a strong support team, who demonstrate the same values and objectives as her, thus cultivating an environment for success.  Dianne is a regular supporter of the local arts community, youth hockey players and the Kingston Humane Society.

 

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Dianne Lackonick CFP

Senior Wealth Advisor

Investment services and 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.

 

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Office Address

45 Johnson Street
Kingston, ON
K7L1X5 Canada