Irma Mattes

Irma Mattes

CFP®, FMA, EPC, RRC
Financial Planner
Assante Financial Management Ltd.

Irma gets tremendous satisfaction from the human aspects of financial planning. She takes the time to get to know her clients very well and to understand their dreams for their lives. Working with them over the long-term, she celebrates each new milestone with them: new jobs, homes, kids, grand-kids, etc. In the course of the 20 years she has worked in financial services, she has learned to look for customized, simple solutions that will benefit clients without complicating their lives. She is convinced these straightforward approaches will work over the long term, getting her clients to where they want to be. In addition to her Certified Financial Planner Designation, (CFP, 2000), she also completed an Elder Planning Counsellor designation (EPC, 2010), providing her with the tools to educate clients about issues facing our aging population and how to plan for them.

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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