We are committed to helping you achieve lasting financial confidence. Our collaborative team approach ensures you receive thoughtful, high-quality guidance and clear information about the financial strategies, products, and services that support your goals.
Thoughtful Planning Takes Time
We start with understanding you. At Hatch Muir Financial Group of CI Assante Wealth Management Ltd., we tailor every financial plan to your goals, risk tolerance, and timeline, using detailed insights and collaborative tools.
With clear documentation, ongoing reviews, and coordination with our advisors, we build a plan that’s both practical and personal.
Financial Planning
We help you minimize tax, legal, and probate costs so your financial wishes are protected and documented.
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Retirement Planning
Understand how much you’ll need, where your income will come from, and how to make your savings last.
Estate Planning
Ensure your wealth transfers smoothly while minimizing taxes and preserving your legacy.
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Pensions
We help you make informed decisions about defined benefit, defined contribution, and hybrid plans.
Tax Planning
Reduce your tax burden today while preparing for future obligations with a strategic, efficient plan.
Plan Types
Explore the plans that support your financial goals — from retirement to education to long-term savings.
Who We Are
75+ years of combined experience, 3 professionals holding the CFP® designation, and 5 committed team members, our mission is to help clients make the most of their money by simplifying the complexities of your financial life.
Through thoughtful planning, proven strategies, and a collaborative approach, we help you make the most of your wealth today.
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Guidance for Complex Financial Decisions
Whether you’re protecting your business, managing risk, or strengthening your financial foundation, our team is here to support you every step of the way.
Business Owners
Business owners often focus on running their companies, leaving their personal finances behind. We help you build or refine a wealth plan, coordinate with your accountant, and determine the business structure that best supports your goals.
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Insurance
(Risk Management)
Business owners often focus on running their companies, leaving their personal finances behind. We help you build or refine a wealth plan, coordinate with your accountant, and determine the business structure that best supports your goals.
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Debt Advisory
A disciplined approach to debt can assist in improving cash flow and contributing to overall financial stability. Our advisory process involves reviewing your existing obligations, evaluating the availability of lower‑cost borrowing options, and determining whether consolidation may be appropriate based on your circumstances. We also provide guidance designed to help you establish sustainable financial practices that support long‑term wellbeing. Read more.