Heather Borrelli Finance

Heather Borrelli Finance Senior Wealth Advisor & Financial Security Advisor I Montreal, QC

📈 Investment Services & Strategies That Work for YouAt CI Assante Wealth Management, we focus on creating personalized i...
09/05/2025

📈 Investment Services & Strategies That Work for You
At CI Assante Wealth Management, we focus on creating personalized investment strategies designed to support your life, not just your portfolio.

Looking for a clear, confident path forward? Let's simplify your finances and bring your future into focus.

🔗 Book a confidential consultation: https://advisor.assante.com/Heather-Borrelli/

Post-secondary expenses are rising and planning ahead is the best way to reduce financial stress.Whether you're contribu...
09/03/2025

Post-secondary expenses are rising and planning ahead is the best way to reduce financial stress.

Whether you're contributing to an RESP or supporting a child already in school, now is the time to review your strategy.

📘 Let's ensure you're making the most of government grants, tax benefits, and investment options.

🔗 Book your education planning meeting today: https://advisor.assante.com/Heather-Borrelli/

Happy Labour Day 🇨🇦 Today, we celebrate the hard work, dedication, and ambition that build strong families, businesses, ...
09/01/2025

Happy Labour Day 🇨🇦
Today, we celebrate the hard work, dedication, and ambition that build strong families, businesses, and communities across Canada.

As you take a well-earned break, it's also a great time to reflect on how your finances can support the life you've worked so hard to build.

👨‍👩‍👧‍👦 Complete Wealth Management for Every Stage of LifeYour life evolves and your financial strategy should evolve wi...
08/29/2025

👨‍👩‍👧‍👦 Complete Wealth Management for Every Stage of Life
Your life evolves and your financial strategy should evolve with it.
Whether you're managing mortgage payments and childcare costs, planning for retirement, or simply looking to simplify a growing investment portfolio, we're here to help.

Secure your future by prioritizing savings today 💰 Start small, stay consistent, and watch your safety net grow. Having ...
08/27/2025

Secure your future by prioritizing savings today 💰
Start small, stay consistent, and watch your safety net grow. Having funds set aside for life's surprises brings peace of mind and financial confidence.

Let's create a plan tailored to your goals because your financial security matters!

Ready to turn your retirement dreams into a reality? 🎯 Our team is here to help you build a smart, personalized plan tha...
08/25/2025

Ready to turn your retirement dreams into a reality? 🎯 Our team is here to help you build a smart, personalized plan that fits your unique story and family needs.

We'll tackle the tough questions so you can focus on what really matters living your best life, now and later!

Let your money do the heavy lifting.In Canada, consistent investing even in small amounts can have a big impact over tim...
08/22/2025

Let your money do the heavy lifting.
In Canada, consistent investing even in small amounts can have a big impact over time. Whether you're contributing to a TFSA, RRSP, or non-registered account, the key is to start and stay invested.

✅ Compound growth takes time but it rewards patience
✅ Automating contributions keeps your goals on track
✅ Staying invested helps you ride out short-term market changes

The earlier you start, the more time your money has to grow. But it's never too late to begin.

🔗 Ready to build a long-term growth strategy? Let's talk: https://advisor.assante.com/Heather-Borrelli/

aving even a small amount today can lead to big financial wins down the road. 🌱 Building your future doesn't have to sta...
08/20/2025

aving even a small amount today can lead to big financial wins down the road. 🌱 Building your future doesn't have to start with huge steps consistency and smart choices add up over time.

Retirement planning starts with a clear, long-term growth strategy. Ready to take the next step toward financial confide...
08/18/2025

Retirement planning starts with a clear, long-term growth strategy. Ready to take the next step toward financial confidence and freedom? Let's connect and build a plan tailored to your goals. 😀

🔗 Ready to build a long-term growth strategy? Let's talk: https://advisor.assante.com/Heather-Borrelli/

Our approach to wealth management includes smart💡 strategies to reduce your exposure in areas like:✔️ Litigation✔️ Divor...
08/15/2025

Our approach to wealth management includes smart💡 strategies to reduce your exposure in areas like:

✔️ Litigation
✔️ Divorce
✔️ Business risk
✔️ Tax inefficiencies

Protecting your assets now means more freedom, confidence, and peace of mind in the future.

🔗 Let's build your personalized protection plan: https://advisor.assante.com/Heather-Borrelli/

Address

200-2020 Trans-Canada
Dorval, QC
H9P2N4

Telephone

+15145677401

Website

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