What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

CI Assante Wealth Management - David McCloy, CFP

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Canada
Fonthill, ON
CI Assante Wealth Management - David McCloy, CFP

Financial Advisor specializing in wealth management and comprehensive financial planning

11/17/2023

Disability Insurance works when you can’t. It is able to give you tax-free monthly income to help pay for any expenses if an illness or accident stops you from being able to work. Contact me today for more information.

05/26/2022

💡Markets recover despite volatility 💡

➡️ Market volatility is a regular occurrence of investments. Investing for the long term is one of the best strategies for offsetting short-term market volatility and achieving positive results.

➡️Staying the course is of the utmost importance during these trying times of volatility and it ensures the designed plan you have created with your advisor achieves the long term desired goals. 🥇

✉️ Contact David McCloy at [email protected] to learn more about your long term investment goals 📈

05/09/2022

A mother’s job never ends… and this year especially brought on new challenges. Thank you to all the moms out there for the endless love and support that you give – !

11/08/2021

👀Looking for Life Insurance that is affordable and that you can rely on?👀

Manulife is here to help change your perspective on health and insurance.

Were you looking for that friendly push to get healthier and have a more active lifestyle? 🏃

The Manulife Vitality Program is a great way to accomplish this by helping you invest in YOU. By living healthy, you can earn rewards and save money in the process.. 💰

You can even get a brand new free Apple/Garmin Watch……⌚️

Build your legacy.

Contact David McCloy for more information on investing in YOU.👇🏻

Email 📧 : [email protected]

10/28/2021

Welcome to my official page! 🎉Where have you been?

Are you in need of:

✔️investment planning services
✔️Insurance planning
✔️Retirement income planning
✔️Mortgage and debt management
✔️ Business succession planning?

Look no further – as your main source for all your wealth needs, I can help you make the right decisions.

✨ A little about me: ✨

I live in Fonthill with my wife Stephanie, my son Simon and daughter to be! I have run a financial planning practice since 2006 and have worked with clients all over southern Ontario. It is important to me that I lead by example so that you can be sure that all your investments, insurance, and lending options are in great hands.

Let’s work together to build your future!

For more information – feel free to visit my website: http://www.DavidMcCloy.com/

Address

77 Highway 20 West
Fonthill, ON
L0S1E0

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.DavidMcCloy.com/

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