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Phone: 519-273-7377
Email: lbalkwill@assante.com
208 Ontario Street Stratford, Ontario N5A3H4

Jeff Keller
Senior Financial Advisor
jkeller@assante.com
Phone: 519-273-7377
Andrew Ehgoetz
Senior Financial Advisor
aehgoetz@assante.com
Darryl Parsons
Financial Advisor
dparsons@assante.com
Shawn Malvern
Financial Advisor
smalvern@assante.com
Larry Balkwill
Financial Advisor
lbalkwill@assante.com
Betty Watson
Administrative Assistant
bwatson@assante.com
Ken Chisholm
Office Manager
kchisholm@assante.com
Lizzy Mathieson
Receptionist
emathieson@assante.com
Phone: 519-273-7377
Heather McNutt
Administrative Assistant
hmcnutt@assante.com
Beth VanHoeve
Administrative Assistant
beth.vanhoeve@assante.com

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CI Assante Wealth Management Ltd. operates as CI Assante Wealth Management, a fully integrated investment firm offering investment, mutual fund, and exempt-market products and services.

Wealth Planning services may be provided by an accredited advisor of CI Assante Wealth Management or CI Assante Private Client (a division of CI Private Counsel LP) and in some cases, by a non-affiliated third party. Insurance products and services are offered through Assante Estate and Insurance Services Inc.

CI Assante Wealth Management Ltd. is a member of the Canadian Investment Regulatory Organization and Canadian Investor Protection Fund.

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