Carlos Arostegui

Carlos Arostegui

BBA, CFP®, CIM
Financial Planner
Assante Financial Management Ltd.

With a passion for business and finance, I work side-by-side with Doug Hodgins to deliver an outstanding client experience in the areas of financial coaching, philanthropic giving, investment, tax and estate planning.

Here is a big reason why clients choose to work with us: Doug leverages 35 years of experience in finance while I promise 35 years of continuity to make sure our clients are looked-after through generations. Together, we deliver an unparalleled level of service.

Outside of the office, I am the President of a non-profit society with a global presence. While developing my skills in leadership, I raise money for various charitable causes that are close to my heart.

IIROC IIROC Advisor Report Canadian Investor Protection Fund Mutual Fund Dealers

Advisory services provided by CI Assante Wealth Management (“Assante”) are offered through Assante Capital Management Ltd., a registered investment dealer, and Assante Financial Management Ltd., a registered mutual fund dealer. 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 Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Assante Financial Management Ltd. is a member of the Mutual und Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).

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