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Lynley Schwartzentruber CFP®
Senior Wealth Advisor
Christian Battistelli CFP®
Senior Wealth Advisor
Mike Gomes CFP®
Senior Wealth Advisor
Stephen Jones CPA, CA, CFP®
Senior Financial Advisor
Catherine Jones BBM, CDFA, CFP®
Senior Financial Advisor
Main Office Address
UAG proudly serves clients across Canada. We are available by phone, email, or video, and are flexible to meet clients in-person wherever is convenient - between Waterloo and Bowmanville. Just let us know what works best for you!
780 King Street East, 1st Floor
Cambridge ON
N3H 3N9 Canada
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519.746.1397
905.201.7522
905.201.0621
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www.ciro.ca
Christian Battistelli CFP®
Senior Wealth Advisor
Catherine Jones BBM, CDFA, CFP®
Senior Financial Advisor
Mike Gomes CFP®
Senior Wealth Advisor
Stephen Jones CPA, CA, CFP®
Senior Financial Advisor
Lynley Schwartzentruber CFP®
Senior Wealth Advisor
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 and Canadian Investor Protection Fund (excluding Quebec).
© 2022 CI Assante Wealth Management. All Rights Reserved.