Doug Leard

Doug Leard

CFP®, CPCA, CEA
Senior Wealth Advisor
Assante Financial Management Ltd.

Doug has been in this business since 1984, and those three decades have delivered some valuable insights into money and how it works in our lives. For one thing, wealth creates complexity and can be emotionally challenging. For that reason, clients are best served with an integrated and comprehensive wealth planning approach.

He sees his role as helping to prepare his clients for critical transitions, and to guide them through these challenging times. He has discovered that there is no “one size fits all” approach to wealth management, as every client is unique.

His integrated wealth management approach includes risk management, investment strategy, tax planning and estate planning.

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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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