Senior Financial Advisor
Does your investment advisor meet all of your wealth management needs?
As an Assante advisor with 32 years experience, I have always maintained that integrity and trust are the cornerstones of any Client/Advisor relationship. As a Senior Financial Advisor, my goal is to help my clients achieve financial independence and the kind of life they want to live and especially through the retirement years.
I pride myself on offering financial, tax and estate advice combined with service excellence to my clients and their families and friends. My goal is to simplify and enhance the life of all my clients; and strive to achieving their goals.
My team has grown recently to include two additional Administrative Associates to work along with Chantal Rancourt. I am happy and proud to have both my sons, Alain Malette and Eric Malette join my team as Administrative Associates.
Behind me and my team in the Sudbury Office, are the resources and expertise of Assante, one of Canada's largest independent financial services firms. As your Senior Financial Advisor, my role is to address all aspects of your financial well-being. Supported by the expertise of a team of professionals, including lawyers, accountants, and financial analysts, I can help integrate your investments with your tax and estate, insurance, and other wealth planning needs… An exceptional resource for me as Financial Planning Advisor and an added value for our clients.
As your Assante Advisor, I believe that every client is unique. I develop sincere relationships by working one-on-one with each and every one of my clients in order to create a tailored program with tools such as an Investment Policy Statement (IPS).
Please take the time to browse my Web site, where you will be able to view many financial planning ideas and tools, and much more.
You are welcome to contact me at your convenience to find out how I can help you achieve your financial goals.
If you would like to make an appointment to meet with me, please call my Administrative Associates: Chantal Rancourt, Alain Malette, or Eric Malette at 705-521-1444.
Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by the professionals of the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP. which is a wholly owned subsidiary of CI Financial Corp.