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. A select set of 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

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.

Steluta Mazilu

We believe that continuity with whom you interact is important. That is why each client has a dedicated Administrative Associate. 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

We believe that continuity with whom you interact is important. That is why each client has a dedicated Administrative Associate. They help answer questions you may have, arrange meetings and execute administrative tasks.
 
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.
 

Taran Singh

Taran Singh is the friendly face that you'll see when you walk through our doors, and in his role as a Service Associate, he will assist us in preparing for meetings and driving projects forward.
 
Taran is our most recent addition to the team. He holds a Bachelor of Commerce degree from the University of Guelph, where he graduated with distinction.
 
Little Known Fact: He loves discovering new music. In his free time, he enjoys learning new songs on the guitar and sharing playlists with friends.
 

"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 is one of Canada’s largest firms providing wealth management solutions. Assante oversees 590 wealth management teams, located in communities throughout the country, holding approximately $53 billion of Canadians’ family wealth under their care. 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. 

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

I had the good fortune of working closely with Bryan for a few years before he joined Assante. When my husband and I started looking for someone to manage our financial portfolio, Bryan was the first person who came to mind. Jeffrey Goodman asked us why and the answer was simple: we trust Bryan. His integrity, work ethic and ability to combine attention to detail with big picture thinking made him an obvious choice. My husband and I lead very busy lives and he helps us find time to focus on our financial plan right at our kitchen table. With Bryan on our side, we feel very much in control of our investments and our future and we highly recommend him.
Ann and John R.
A few years after finishing law school I started looking for a new financial advisor who was approachable and proactive; Bryan was recommended to me by friends who are also advised by him. He and I are in touch often - he makes financial concepts accessible and keeps me up to date with my plan. My Annual General Meeting with Bryan gives me a chance to clarify investment jargon and terms, and I like how he concentrates on me and my needs. This gives me confidence and a greater sense of control over how we are growing my money. I trust Bryan's expertise and know that he has my best interests at heart. I encourage anyone who wants a personable financial advisor to get in touch with him.
Rebecca H.
Bryan has been my financial advisor for the last three years. I was recommended to him by my existing advisor who was retiring. At our initial meeting the first thing we did was develop a retirement plan. With retirement closer than I might realize the plan gave me a strong sense of where I was going financially. Bryan and I have developed an open working relationship where everything is on the table. This helps us to come up with the best solutions to my financial challenges. I know that Bryan is focused on my interests and is in tune with my situation. I would definitely recommend him and, in fact, had my mother transfer her account over to Bryan last year.
Hellen H.
Just want to say thank you for the help and guidance you provided. Once again you have been the ‘go to’ person for good advice and answers. I'm not sure what I would have done without your input. In my line of work we would say you delivered an ACE (Amazing Customer Experience). I will recommend your services to my friends and family. Again, thank you.
Werner L.

Discover the Assante Advantage.

Becoming a Client

Currently, Bryan works with a select set of 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. 

New clients should have a minimum of $1,000,000 of investible assets.

If you are ready to see if we're the right fit, 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 the Canadian Investment Regulatory Organization. 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.