Welcome

Advisors Contact Us

The Assante Story Protecting Your Assets

Resources News

Financial Advice Plans for Saving Management Solutions Fee Based Accounts Insurance Health & Dental Plans

Mississauga Orillia Huntsville Haliburton

Welcome Assante The Assante Story Protecting Your Assets Resources Resources News

Services Financial Advice Plans for Saving Management Solutions Fee Based Accounts Insurance Health & Dental Plans Advisors Office Locations Mississauga Orillia Huntsville Haliburton Contact Us

ORILLIA OFFICE

**NATHAN JENNER**
Financial Advisor
Assante Financial Management Ltd.
T. 705.327.5231
F: 705-327-1935
njenner@assante.com

**SUSAN McCAUGHEY**
**ADMINISTRATIVE ASSOCIATE**
T: 705-327-1965
F: 705-327-1935
smccaughey@assante.com

**PATRICK SENIOR**
Financial Advisor
Assante Financial Management Ltd.
T. 705.327.5231
F: 705-327-1935
psenior@assante.com

Are you maximizing your education savings? 💰✨ Discover the incredible tax benefits of a Registered Education Savings Plan (RESP)!

Visit financialcalculators.net/assante/resp-tax-benefits to learn how you can grow your savings while taking advantage

Family offices express concerns as intergenerational wealth transfer approaches.

Wealthy Canadian families are navigating a critical transition as they prepare for the impending wealth transfer to their heirs. 💼💰 With vast fortunes at stake, the

Ready to take a big step toward your child's future? 🎓✨ Start planning their education today with our simple education savings calculator!

Visit financialcalculators.net/assante/start-educ-plan to create a tailored savings plan that helps you reach

Tax changes could impact estate planning for Canadian expats.

New tax rules could significantly affect how Canadian expats manage their estates. As outlined by Steve Randall in Wealth Professional, these changes may introduce new complexities for th

Offices located in Mississauga, Orillia, Huntsville and Haliburton

Wealth Planning & Financial Advice | CI Assante Wealth Management

LOGIN TO MY ACCOUNT

Assante InvestorOnline

Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Financial Management Ltd. is a Member of the Canadian Investment Regulatory Organization. Regulated by CIRO.

Security | Privacy Policy | Legal and Compliance | Accessibility