Paul W. Lermitte

Paul W. Lermitte

BA, CFP®, R.F.P., FEA
Senior Wealth Advisor
Assante Financial Management Ltd.

Large or small, local or international, family businesses face an interesting range of both challenges and, most importantly, opportunities. Whether you are an up-and-coming company leader ready to take on an influential role in the future of your family business, or a professional or executive in the growth stage of your practice or career, I address both the personal and professional sides of your financial world to form strategies that meet your goals and dreams.

Engaging the expertise of our whole team, I create a strategic plan that targets your wealth and business development goals, and consult regularly with you to help you keep your plan on target as circumstances and objectives evolve. After thirty years of serving families in business, I have worked with a wide range of wealth and estate strategies and business development goals, and look forward to discovering yours!

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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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