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Creating Balance Together.

Harmony Wealth delivers peace of mind by blending financial expertise with empathy. Through personalized strategies, we alleviate financial stress and empower our clients to achieve lasting security, confidence, and a harmonious financial future.

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We’re Harmony Wealth of
Assante Capital Management Ltd.

At Harmony Wealth of Assante Capital Management Ltd., we believe true success lies in achieving harmony—a balanced life where every element works together seamlessly. Inspired by the elegance of nature and the resonance of music, we embrace harmony as the ideal state of balance.

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Our vision is to be your trusted financial partner, known for deeply understanding our clients' emotional and financial needs. We strive to create a secure and harmonious financial future for our clients, where their well-being is at the heart of everything we do.

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Through our integrated approach to wealth management—encompassing financial planning, investment strategies, estate planning, and risk management—we align your financial well-being with the other dimensions of your life. Let us guide you on a journey to financial clarity and balance, where harmony isn't just a goal but a way of life.

Our Services

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Financial Planning

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Risk

Planning

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Wealth

Management

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Estate 

Planning

Our Team

Sara Zollo, CFP®, CLU®, CHS | Assante Capital Management Ltd. Senior Wealth Advisor
Sara Zollo, CFP®, CLU®, CHS
Assante Capital Management Ltd.
Senior Wealth Advisor
Marie Debono, P.Eng., MBA, CFP® | Assante Capital Management Ltd. Senior Financial Planning Advisor
Melanie Humby | Assante Capital Management Ltd. Associate Financial Advisor ​
Matthew Pryse | Assante Capital Management Ltd. Associate Financial Advisor
Marie Debono, P.Eng., MBA, CFP®
Assante Capital Management Ltd.

Senior Financial Planning Advisor
Melanie Humby
Assante Capital Management Ltd.
Associate
Financial Advisor
Matthew Pryse
Assante Capital Management Ltd.
Associate
Financial Advisor

Our Blog

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Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.; Insurance products and services

are provided through Assante Estate and Insurance Services Inc.

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The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.

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Creating balance together.

© 2022 CI Assante Wealth ManagementDisclaimer | Privacy Policy | CI Assante Wealth Management

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