We put ourselves, our experience, and our individual histories to work for you—
because we take your success personally.
Alex Carter
Alex believes that modeling relationships after the coach/player approach enables him to celebrate client wins and support them through challenges—enabling them to rely on him for objective advice for the long term.
Alim Dhanji
Alim is grateful that Assante encourages giving back to the community that has given him so much. He teaches refugees about the financial system and uses his network to help them find homes and jobs.
Gillian Stovel-Rivers
As an advisor continuing the business her father built, Gillian understands how important it is not only to pass down wealth, but also the values behind it.
Tina Tehranchian
With more than 30 years of experience, Tina understands how important philanthropy is to clients. She discusses how proper planning is key to multiplying the impact of your giving.
Willems Wealth Planning Group
Willem Wealth Planning Group believes that when advisors work together as family, they learn from each other and can continually develop ideas and strategies that get more refined, more helpful, and can lead to greater success over time.
We partner with the best. So can you.
We know that choosing a financial advisor is a big decision. That’s why we partner with highly accomplished advisors who have a track record of success and a deep network of specialists in their respective fields.
Our advisors are backed by CI Assante Wealth Management, a leader in delivering complete wealth management solutions. We’ve also been consistently ranked by J.D. Power among the top Canadian full-service brokerage firms for investor satisfaction and trust.
In turn, our firm is a subsidiary of CI Financial Corp., a proudly independent company with expertise in global asset management, wealth management, private wealth, directing investing and other investment services.
