Welcome

Advisors Contact Us

The Assante Story Protecting Your Assets

Resources News

Financial Advice Plans for Saving Management Solutions Fee Based Accounts Insurance Health & Dental Plans

Mississauga Orillia Huntsville Haliburton

Welcome Assante The Assante Story Protecting Your Assets Resources Resources News

Services Financial Advice Plans for Saving Management Solutions Fee Based Accounts Insurance Health & Dental Plans Advisors Office Locations Mississauga Orillia Huntsville Haliburton Contact Us

ORILLIA OFFICE

66 Coldwater Street E. Orillia, ON L3V 1W5

705-327-5231

**SUSAN McCAUGHEY**
**ADMINISTRATIVE ASSOCIATE**
T: 705-327-1965
F: 705-327-1935
smccaughey@assante.com

**PATRICK SENIOR**
Financial Advisor
Assante Financial Management Ltd.
T. 705.327.5231
F: 705-327-1935
psenior@assante.com

Meet Patrick Senior, Financial Advisor at Assante Financial Management Ltd. 👋

With over a decade of experience in banking, insurance, and investment planning, Patrick brings a relationship-first approach to retirement and wealth strategies. Since j

Backpacks, bus stops, and big dreams.

This September, give them more than a great start; give them a strong financial foundation.

We’re here to help you invest in their education, one smart step at a time.

📍Serving families across Mississau

A fresh coat of paint might do more than brighten up your cottage. It could help lighten your future tax bill, too.

Smart upgrades to your vacation property can enhance your enjoyment and your estate plan.

Discover how strategic improvements today

🌍✈️ Young Canadians are spending more on experiences, and that’s not a bad thing.

From travel to concerts, younger clients are choosing memories over material things. The good news? With the right plan, they don’t have to choose between

Offices located in Mississauga, Orillia, Huntsville and Haliburton

Wealth Planning & Financial Advice | CI Assante Wealth Management

LOGIN TO MY ACCOUNT

Assante InvestorOnline

Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. 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 Financial Management Ltd. is a Member of the Canadian Investment Regulatory Organization. Regulated by CIRO.

Security | Privacy Policy | Legal and Compliance | Accessibility