Genea Wealth

Doug Leard

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

Peter Neugebauer

Associate Financial Advisor
Assante Financial Management Ltd.

Jason Ferguson

BA, MA, CFP®
Financial Planner
Assante Financial Management Ltd.

Melanie Ferrandi

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

Kerry Titchener

BCom
Associate Financial Advisor
Assante Financial Management Ltd.

Visit our website for more information about our team.

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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