About Us

RIchard (Dick) Urekar - Assante Branch manager in Mono and Mississauga, ON

The Advisor

Richard works with his clients in an environment that is free of sales quotas.

His combination of experience and accreditation makes him a solid candidate for anyone considering a financial advisor.

As a Senior Wealth Advisor, he has a full securities and insurance license. This combination of licensing allows him to be the focal contact point for all his clients’ financial needs.

  • Fellows’ Program, the Institute of Canadian Bankers
  • Master’s Degree in Business Administration, McMaster University
  • Member, Canadian Institute of Financial Planning
  • Certification, Society of Trust and Estate Practitioners
  • Founding Member, Canadian Association for Retirement Education (non-profit)

His financial background has been developed to provide clients with an honest and sound advisory relationship. He: 

  • Is hands on and the central contact point for all client matters
  • Is transparent with no preferred commission arrangements
  • Is not subject to internal product sales quotas
  • Provides ongoing communication and contact to his clients

His skill set and advice has been developed over two decades working in the financial industry with Canada’s major banks and investment firms.

  • Royal Bank of Canada
  • Toronto Dominion Bank
  • Scotia McLeod
  • Assante Capital Management Ltd.

The Firm

Established in 1995, Assante has since become one of the largest wealth management firms in Canada, supporting over 750 advisors who oversee over $38 billion in assets for 300, 000 clients across the country.

In 2003, Assante was purchased by CI Financial. Started in 1965, CI is independent and Canadian owned. Our parent firm, CI, manages over $120 billion of investments on behalf of 2 million Canadian investors. CI is listed on the TSX stock exchange, stock symbol is CIX.

The ownership of Assante by CI, brings additional financial strength and resources to the Assante organization. Significant wealth planning resources are available to Assante Advisors through its parent company.

At Assante there are no sales pitches or internal quotas.  An Assante advisor has the freedom to provide objective advice that is client focused. You can feel comfortable that you are receiving advice based on what you want.

For more information on Assante, visit Assante.com. For more details on our parent firm, CI Financial, visit CI.com.

The Team

Individual and family financial goals, needs and challenges can vary a great deal.

Having a team with extensive wealth planning resources, led by an experienced, Senior Wealth Advisor, can be a definite benefit for your personal financial needs.

At Assante that is what you receive.

A team based approach supported by our in-house accountants, lawyers and estate planning specialists  that provides complete advice.

We look forward to the opportunity of helping you achieve your goals.

Know Your Advisor: IIROC Advisor Report