Ksenia Kovarsky

Ksenia Kovarsky

CFP®, FEA
Financial Planner
Assante Financial Management Ltd.

Whatever your stage in life, you need confidence that you are ready for whatever the future has in store.

I believe that part of that feeling of security comes from careful planning, which we will do together by exploring your values and goals and getting your financial affairs all together, streamlined, and well-organized. The other element that brings peace of mind is understanding what can otherwise be a complicated collection of documents, articles, and data.As we work on your portfolio together, I first filter out the irrelevant options based on your core values and life goals, then we address your questions together.

Time is tight and you have many family, business and community obligations; during my ten years in the field, I’ve learned to work quickly and efficiently so that you can get back to living your life instead of worrying about your family’s financial well-being.

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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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