Who Are We?

The Colman Team:

• Lionel is a Senior Financial Advisor with Assante Financial Management Ltd.
• We are conveniently located in the heart of Toronto on Avenue Road, south of the 401.
• We specialize in simplifying and enhancing the lives of our clients, using integrated financial solutions.

Our Qualifications:

• The Colman Team has over 35 years of combined experience in the financial planning and investment field.
• Lionel has a BA from University of Toronto.
• Lionel trained as a Chartered Accountant and spent 12 years in public accounting and as CFO for a public company, before moving into the investment field in 1972.
• Lionel is a Certified Financial Planner – the premier designation recognized in this field.
• Lionel is a Members of Advocis – The Financial Advisors Association of Canada.
• Lionel owns an Assante branch office in North Toronto and is the Branch Manager, with responsibility for the training, supervision and compliance of seven other financial advisors.

Of Personal Interest:

• Lionel is married to Margaret and has three children and four grandchildren.
• Lionel serves as a Director and Past President of the North York District Chartered Accountants Association.
• Lionel has a passion for gardening, squash and tennis. Lionel and his wife are keen bridge players.

About Assante Wealth Management :

• Assante is one of the largest Canadian professional services firms in wealth management, supporting close to 1000 advisors who oversee $24 billion in assets for 300,000 clients and their families nationwide. Our parent company, CI Financial Income Fund, since its founding over 40 years ago, has grown into one of the top three firms in its industry, with $50 billion in assets under management and total fee-earning assets of $104 billion. Please visit the Assante corporate web page for more detailed information.

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