The advice you need when you need it

Although we can't see your future, we can help you prepare for it.

We appreciate that you have worked hard to attain your wealth — and we know that you desire to 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, we will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. Together we will help you define and prioritize each of your goals and we will build a comprehensive wealth plan that will help you achieve them. Through a customized and complete approach to wealth management, we provide access to a wide range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants.

Experience the peace of mind that comes from having my team work with and support you through both the planned and unplanned events of life.

Subscribe to our Newsletter

Please leave your name and email and we'll add you to our newsletter list so you'll be up to date on the latest market news and current events.

Marie Debono, P.Eng., MBA, CFP®

Senior Financial Planning 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.

 

CONTACT US →

Recent Posts

Tip of the AI Iceberg

Mar 26, 2024

You ain’t seen nothing yet! AI as we know it is still in its infancy. Get ready for unparalleled growth as AI shapes the future of work, health, leisure, and so much more....

Read more

When a wealth plan is fluid

Mar 21, 2024

Your wealth plan is a roadmap to achieving your life goals—but it’s subject to change for multiple reasons. Find out why this important plan should never be set in stone....

Read more

Planning for market volatility

Mar 21, 2024

Do you shudder when you hear “volatility?” See how you can be prepared financially and psychologically for market swings—and that includes remembering volatility’s upside....

Read more

Leave a Note

Please fill out the form below

Office Address

24 Larmont St.
Aurora, Ontario
L4G 1V7 Canada