Empowering you towards your vision of financial independence.
Understanding where you are and where you’d like to be financially is the pillar of achieving financial independence. Once determined, it’s a matter of aligning your current wealth, behaviour and financial future to ensure success. Approximately 180 families trust Bryan to guide them through their financial journeys.
Empowering you towards your vision of financial independence.
Understanding where you are and where you’d like to be financially is the pillar of achieving financial independence. Once determined, it’s a matter of aligning your current wealth, behaviour and financial future to ensure success. Approximately 180 families trust Bryan to guide them through their financial journeys.
Welcome to Assante
Our finances can be complicated with concepts confusing, statements unclear - even more, everyone seems to have an opinion. Few, if any, put it in your terms. For good or bad, it can be easier to follow the inertia of your current behaviours unknowing of where it will take you.
I see myself as your financial coach – someone that helps guide the thinking around financial planning. I reduce the likelihood of big mistakes and improve the likelihood that you’ll reach your goals.
My domain is personal finances - things like getting to retirement, education thinking for your children, contemplating legacy and estate planning, managing taxes and having appropriate insurance. These are typically big, down the road subjects that can be tough to talk about and easily put aside.
It’s not as overwhelming as it seems, but it takes some guidance, and I’m here to help.
Welcome to Assante
Our finances can be complicated with concepts confusing, statements unclear - even more, everyone seems to have an opinion. Few, if any, put it in your terms. For good or bad, it can be easier to follow the inertia of your current behaviours unknowing of where it will take you.
I see myself as your financial coach – someone that helps guide the thinking around financial planning. I reduce the likelihood of big mistakes and improve the likelihood that you’ll reach your goals.
My domain is personal finances - things like getting to retirement, education thinking for your children, contemplating legacy and estate planning, managing taxes and having appropriate insurance. These are typically big, down the road subjects that can be tough to talk about and easily put aside.
It’s not as overwhelming as it seems, but it takes some guidance, and I’m here to help.
Outstanding Client Experience.
What We Do
Financial advisor, yes, but I am also your financial coach, project manager and at times professional nagger. Together, we prioritize the aspects of your financial life and make sure that they are tightened up and enhanced.
I see myself responsible for the financial education and well being of my clients. We have a limited amount of families we serve and need to make sure that a true fit exists.
We handle the investment strategy and insurance for our clients and guide our clients through estate recommendations and implementation.
We handle the heavy lifting of your financial plan to allow you to focus on your work, family and outside activities.
We pool our expertise, knowledge, and experience to support you.
Who We Are?
We are a financial planning practice located in Toronto focused on the financial well-being of select Canadian families backed by the strength of Assante. We are in Toronto but have clients across Canada including PEI, Alberta and Quebec.
Our goal is to help clients make sense, and feel in control, of their financial affairs. This allows them to make informed long-term decisions and enjoy today with less stress and worry. Too often people procrastinate around financial decisions forcing them to make hasty last-minute choices. Our framework with our clients is straightforward: engagement, education and collaboration. We want to be joint collaborators in your financial health. We may have more experience in financial planning, but you bring the expertise of your life.
Meet the Team
Bryan Deviney is your financial advisor. He will know your situation inside and out. He sits down with you and collaboratively builds your financial plan. He is your financial coach that makes sure that the action items that will lead to your success are on-track.
Bryan is a Certified Financial Planner professional (CFP), holds the Canadian Investment Manager designation (CIM) and has been a financial advisor for over 10 years. Prior, he worked for one of Canada’s largest independent investment management firms and one of the big five banks.
Little known fact: Bryan is a triathlete and has completed 5 half Ironman and 1 full Ironman.
We believe that continuity with whom you interact is important. That is why each client has a dedicated Administrative Associate. Your Administrative Associate, Barb McKenzie or Steluta Mazilu, is your central operational and communication contact. They help answer questions you may have, arrange meetings and execute administrative tasks.
Steluta Mazilu is investment licensed and has worked with Bryan for 5 years. She can handle any question and is quick to get things done. Steluta holds the Certificate of Financial Planning from George Brown college.
Little known fact: She recently achieved her 4th Degree Blackbelt in Taekwondo and is representing Canada at the World Championship this summer in Kazakhstan.
Barb McKenzie is a 35-year financial services veteran and worked with a senior financial advisor for the last 20 years prior to joining the team. She’s seen it all and knows how to solve problems.
Little known fact: She likes watching dogs play at the park (but is not ready for the commitment) and enjoys reading and watching crime, spy and sci-fi programs.
Admin Team: Behind Bryan, Steluta and Barb are the support people that keep the office and administration moving forward.
Meet the Team
Bryan Deviney is your financial advisor. He will know your situation inside and out. He sits down with you and collaboratively builds your financial plan. He is your financial coach that makes sure that the action items that will lead to your success are on-track.
Bryan is a Certified Financial Planner professional (CFP), holds the Canadian Investment Manager designation (CIM) and has been a financial advisor for over 10 years. Prior, he worked for one of Canada’s largest independent investment management firms and one of the big five banks.
Little known fact: Bryan is a triathlete and has completed 5 half Ironman and 1 full Ironman.
We believe that continuity with whom you interact is important. That is why each client has a dedicated Administrative Associate. Your Administrative Associate, Barb McKenzie or Steluta Mazilu, is your central operational and communication contact. They help answer questions you may have, arrange meetings and execute administrative tasks.
Steluta Mazilu is investment licensed and has worked with Bryan for 5 years. She can handle any question and is quick to get things done. Steluta holds the Certificate of Financial Planning from George Brown college.
Little known fact: She recently achieved her 4th Degree Blackbelt in Taekwondo and is representing Canada at the World Championship this summer in Kazakhstan.
Barb McKenzie is a 35-year financial services veteran and worked with a senior financial advisor for the last 20 years prior to joining the team. She’s seen it all and knows how to solve problems.
Little known fact: She likes watching dogs play at the park (but is not ready for the commitment) and enjoys reading and watching crime, spy and sci-fi programs.
Admin Team: Behind Bryan, Steluta and Barb are the support people that keep the office and administration moving forward.
"Planning is bringing the future into the present, so that you can do something about it now."
- Alan Lakein
About Assante
THE ASSANTE STORY | When you choose an Assante Capital Management Ltd. advisor, you are joining a national success story.
Established in 1995, Assante has since become one of the largest wealth management firms in Canada, supporting over 830 advisors who oversee approximately $43 billion in assets as of September 30th, 2018 for clients and their families nationwide.
In 2003, Assante was purchased by CI Financial Corp. – a diversified wealth management firm and the third-largest investment fund company in Canada – bringing additional financial strength and resources to the Assante organization. Since becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index.
THE ADVANTAGES ARE CLEAR | You can feel secure knowing that your financial needs are being looked after by an Assante advisor. Our advisors, on average, administer almost twice the assets of advisors at other major independent firms. That's a powerful indication of their proficiency – and the trust they have earned from their clients.
With access to a wealth of tools and resources, our advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.
Our core values of integrity, passion, and professionalism drive our business. It's through our all-encompassing approach, which offers a comprehensive and integrated range of services and advice that your Assante advisor can partner with you to tailor a strategy that meets your unique needs and simplifies and enhances your financial well-being.
What People Are Saying About Bryan
Discover the Assante Advantage.
Becoming a Client
Currently, Bryan works with approximately 180 families. He has helped most of them for over 10 years and looks to be involved in their lives for decades to come. He, like you, is looking for the right fit when it comes to financial planning. Bryan's focus is lifelong planning, together. Of five potential clients he meets perhaps only one will become a client.
New clients should have approximately $500,000+ of assets to invest.
If you are ready to see if we're the right fit together, give us a call.
Ready to Get Started on Securing Your Future?
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Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. 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. Insurance products and services are provided through Assante Estate and Insurance Services Inc.