Keith Donoghue and Laurie Laplante
Safeguarding your family’s financial future
Our Team
A Team for Success
Keith Donoghue Fin. PL, B. Comm - Financial Planner
Keith will create and implement a plan to get you on the road to success. Keith will take the time to get to know what is important to you and help guide you to reach your goals.
Laurie Laplante - Investment Advisor
Laurie will assist you in your journey. She will enhance your client experience and keep you on track for continued success.
Jennifer Spinozzi - Investment Advisor
Joining our team in September of 2018 as an advisor, Jennifer
comes to us with over 7 years of experience in the financial services
industry.
Marie-Claude Carpentier – Service Assistant
MC also handles all of your paperwork, gets your accounts set up and handles any issues along the way. As one of two primary contacts for the team, she handles all the daily ins and outs of the office.
Danny Dichmann - Administrative Coordinator
Danny works behind the scenes to prepare our meetings and confirm our appointments with you. He would be the one to call if you need to meet with us.
© 2021 CI Assante Wealth Management
Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
www.mfda.ca
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.