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The Stansfield Method™ -From Philosophy to Practice

The Stansfield Game Plan™A philosophy of Wealth Stewardship™ delivered through Legacy Coaching™.Clarify → Uncover the Story Begin with values, not numbers. Discover the life you want to design, your family’s priorities, and the story your wealth should tell.Curate → Design the Plan Craft a bespoke strategy refined over time and built to endure. Delivered through The Stansfield Game Plan™.Coach → Guide with Discipline As your Legacy Coach™, we guide, recalibrate, and empower at every turn, from major life events to daily clarity.Steward → Ensure Continuity Wealth is not just grown; it is stewarded. We protect and guide across generations, ensuring your legacy outlives you with confidence and pride.Promise: Clarity. Craftsmanship. Continuity.

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Step 1

Step 2

Clarify

Curate

Uncover the Story the Story

We begin with values, not numbers. We uncover the life you want to design, your family’s priorities, and the story your wealth should tell.

Step 3

Coach

Design the Plan

Like a master tailor, we craft a bespoke strategy — refined over time and built to endure. Delivered through The Stansfield Game Plan™.

Step 4

Steward

Guide with Discipline

As your Legacy Coach™, we guide, recalibrate, and empower. We are there at every turn, from major life events to daily clarity.

Ensure Continuity

Wealth is not just grown; it is stewarded. We protect and guide across generations, ensuring your legacy outlives you with confidence and pride.

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CI Assante Wealth 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.

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The services described may not be applicable or available with respect to all clients. Services and products may be provided by an CI Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all CI Assante advisors. Services may change without notice.

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© 2026 CI Assante Wealth Management | Disclaimer | Privacy Policy | CI Assante Wealth Management

647-951-9440

30 St. Clair Avenue West, Suite 1400

Toronto, Ontario

M4V 3A1, Canada

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