I have an advisor but I am considering a change.

D. Philip Heffernan

Investment Advisor,
Assante Capital Management Ltd. Rothesay

About D. Philip.

As part of Assante’s Complete approach our advisors will work with your current accountant, lawyer, insurance provider etc to build your plan or they can leverage the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP. for support.

Contact D. Philip by email or phone and set up a meeting today.

Contact D. Philip pheffernan@assante.com