The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, 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, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Chris Horan, CFP, R.F.P.

Senior Financial Advisor

With over 30 years’ successful investment experience, Chris offers clients a rare combination of knowledge, expertise, and integrity.

 

Chris is the trusted financial advisor to about 100 families, including senior people in the financial and investment industry. “People in the investment industry have seen my work over the years, they know that I do good work, and they refer their family and friends to me.”

 

There are two components to successful investing over time. The first, having an intelligent portfolio of good investments, is one thing. The second, and far more important, is behavioral: how we navigate through the fashions and fears that periodically dominate popular thinking.

Chris Horan CFP, R.F.P.

Senior Financial 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.

 

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Office Address

4211 Yonge Street Suite 222
Toronto, Ontario
M2P 2A9 Canada