Who We Serve

We're here to help at each stage of your life

Individuals and Families

Setting up a foundation for long-term sustainable wealth starts by developing a personalized Wealth Plan to ensure you’re well-prepared for whatever life throws at you. Whether you want to grow your investments, set up and protect your family’s financial security, or thinking ahead to retirement, we can help chart a path forward to help you achieve your goals.

Soon-to-Be or Recently Retired

As you prepare for the next chapter of your life, we can work with you to make smart decisions with how you access your well-earned investments and savings. We help chart a course that ensures you make the most of your retirement savings, and minimize any surprises or unexpected expenses along the way.

Professionals & Executives

Business professionals and executives face unique financial challenges, including executive compensation and corporate stock positions. These issues can have an impact on how you plan for the future. We can help manage your Wealth Plan by preparing solutions that include efficient tax planning, risk management and insurance, and estate planning.

Business Owners & Entrepreneurs

Your business and personal finances can be closely intertwined with one another. We can help with financial strategies and solutions to help simplify things so you can focus on growing your business. From tax planning, investment solutions, and business succession planning, we can advise you every step of the way.

Contact us today to discuss how we can help you achieve your financial goals

Call us at 905-277-7933 — Monday to Friday, 9am-5pm EST.

Schedule a Consultation at your convenience — meet virtually, or in-person.

Email us anytime
— [email protected]

    Ferguson Financial Planning | CI Assante Wealth Management
    350 Burnhamthorpe Road West, Suite 500 Mississauga, ON L5B 3J1
    905-277-7933
    1-800-265-4658