Financial Advisor, Assante Capital Management Ltd.
FRANCESCA REA, CFP RRC
PATIENCE. PERSEVERANCE. REWARDS
This is Francesca Rea’s philosophy to build not only financial wealth, but a rich life. As a mom of two young children, Francesca understands just how busy life can be. Thinking about – and dealing with – finances can be overwhelming and easy to ignore, but when you have the right direction, support and guidance, committing just a few hours a year can pay off in the long-term. Whether you are planning ahead for a house, retirement, managing daily expenses, exploring RESPs or protecting your family for the future, Francesca can help.
A Certified Financial Planner professional with more than 17 years of experience, her focused and tailored approach can help you achieve your family’s financial goals. Francesca will create a personalized solution to meet your financial goals by creating a comprehensive plan – backed by Assante’s experts.
Working around your schedule, she will meet with you to develop and tweak the plan and will connect at least two times a year to discuss how your portfolio is doing. Francesca’s work as a financial consultant also includes regular seminars to help clients become more financially savvy by building their knowledge and understanding of finance and increasing their confidence in their own financial futures.
With Francesca’s guidance, you can feel confident knowing that your best interests are being managed, giving you more time with your family and the financial freedom you want.
HELPING YOU ACHIEVE YOUR GOALS AND DREAMS
As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.
The Assante Story
When you choose a CI Assante Wealth Management advisor, you are joining a national success story.
Established in 1995, Assante has since become one of the largest wealth management firms in Canada, supporting over 900 advisors who oversee approximately $46 billion in assets for clients and their families nationwide.
In 2003, Assante was purchased by CI Financial Corp. – a diversified wealth management firm and the third-largest investment fund company in Canada – bringing additional financial strength and resources to the Assante organization. Since becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index.
To learn more about CI Assante Wealth Management, please visit their public website.
"Planning for your financial future is more than just looking at numbers. To me, it's the people and dreams behind the figures that matter the most."
Your financial matters can’t be solved one piece at a time. It requires synchronizing all of the elements of your wealth – investments, tax, retirement savings, estate and insurance. Through a complete approach to managing your wealth, your Francesca Rea can help you solve the puzzle to financial success.
CI Assante Wealth Management is one of Canada’s largest firms providing wealth management solutions. Our 900 professional advisors, located in communities throughout the country, have approximately $46 billion of Canadian's family wealth under their care.
We believe our clients are best served through a comprehensive, integrated and cooperative approach to wealth management.
Be well-advised is our promise to you.
The Assante Difference
A COMPLETE APPROACH TO WEALTH MANAGEMENT
At Assante, we simplify your life by meeting all of your wealth management needs in one place.
You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice.
As your main source for all of your wealth needs, I can help you make the right decisions.
Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants.
As your trusted advisor, I pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests.
JOIN US FOR A COMPLIMENTARY, INFORMATIONAL ESTATE PLANNING WEBINAR
November 23rd, 2021 @ 4:00 pm
You will learn how to Preserve and Enhance the Value of Your Estate.
We will also discuss how to ensure delivery to intended beneficiaries and why estate planning is an essential part of life. Additional topics that will be discussed include:
When you should make/review your Will
How to choose an Executor
Opportunities for tax deferral or minimization
Space is limited, so sign up today!
Click below to register!
105 Queen Street South
Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. Insurance products and services are provided through Assante Estate and Insurance Services Inc.