Sascha Isaacs, CFA, CFP
As an Investment Counsellor, Sascha Isaacs provides portfolio management services and her experience to our high net worth clients in the Assante Private Client program. In this role, in consultation with our team’s knowledge of our clients’ circumstances, she determines an appropriate asset allocation to best meet their objectives. She also provides ongoing review of client portfolios, and works closely with our Wealth Planning team to ensure that our clients’ investment plans continue to meet their needs.
She brings over 10 years of diverse financial services experience to her role at Assante Private Client. Prior to joining our team in 2012 Sascha held various positions with Assante Wealth Management. In 2005, she became a member of the Business Development team in Central and Eastern Ontario. Three years later, she moved to the Portfolio Operations group, working closely with CI’s internal portfolio managers, managing currency hedges and trading currency forwards.
Sascha is a CFA® (Chartered Financial Analyst) charterholder with a Bachelor of Business Administration degree from the University of Toronto.
* With access to a wealth of tools and resources, Assante 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.