Melanie Ferrandi

Melanie Ferrandi

B.Comm, CFP®
Senior Wealth Advisor
Assante Financial Management Ltd.

Melanie fosters long-term working relationships with her clients, as she works with them to achieve their lifetime financial goals. A former marathon runner blessed with an analytical mind, she is energetic and thoughtful. She believes the process used to arrive at financial solutions for your unique circumstances is vital in making good decisions. She enjoys working with clients who are interested in learning as much as they can along the way.

In this business since 1994, Melanie’s practice focuses on the analysis and implementation of strategies for financial independence. She offers services in portfolio construction, planning for financial independence, and tax planning. She is skilled in helping clients work through divorce transitions, and has a special interest in planning for philanthropic giving.

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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