Tony Katarynych CLU®, FCSI®, CEA, CFP®, CH.F.C.®, FMA, TEP, CPCA
Vice President, Senior Financial Planning Advisor
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Your Trusted Advisor
It all starts with a plan, and our plan, quite simply, is to make you wealthier. We do it by analyzing and optimizing every aspect of your financial affairs to make sure it’s all working – and all working together – to build and preserve your net worth. As your trusted advisor, we offer you a range of services to address your individual and business financial needs using the resources of skilled, knowledgeable professionals:
- Group benefits and plan design
- Charitable gift planning
- Debt financing
- Tax preparation*
- Business valuation and succession planning
- Access to Advanced Portfolio Management
- Estate Planning
- Disability Insurance
- Tax Planning
- Financial Planning
- Life Insurance
- Critical Illness Insurance
- Cash Management Solutions
We are fee-based advisors who cater to clients looking for comprehensive wealth management. To find out more about us and how we may be of service to you, please go to “Our Philosophy” page.
“Our prime directive is to ensure your success and happiness through the prudent and expert management of your financial affairs.”
Insurance products and services are provided through Assante Estate and Insurance Services Inc.
*Tax preparation services are provided through TMFD Financial, an independent company unrelated to Assante Capital Management Ltd. ("ACM"). Only those services offered through ACM are covered by the Canadian Investor Protection Fund.
© 2020 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.