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Humphries Wealth Group

At CI Assante Wealth
Management Ltd.

Don't plan retirement alone.

30+

Years Helping Canadians Retire with Confidence

1000+

Customized Retirement Plans Delivered

$3B+

Managed by our Winnipeg Office for Families Across Canada

We provide Fee-For-Service only retirement planning and full-service Wealth Management for Canadian individuals and families - supporting confident decisions before, during, and after the retirement transition.

Our Custom
Planning Services

Fee-For-Service Only Retirement Planning

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Full Service Concierge Wealth Management Service

What We Believe

We believe successful retirement outcomes are built through planning — not predictions, products, or short-term market views.

 

Retirement isn’t one decision. It’s a series of connected choices made over decades. How you invest, generate income, spend, and manage risk determines whether your plan holds up in real life.

 

The goal isn’t to maximize returns. It’s to maximize the probability your retirement works — through changing markets and the unexpected.

 

That’s why we start with retirement planning.

 

Because without a plan, nothing else matter.

What We Do

At Humphries Wealth Group, we provide comprehensive financial planning designed to support every stage of retirement.

 

We help clients coordinate investments, income, taxes, and estate planning so every part of their financial life works together — not in isolation.

 

Our process focuses on building and stress-testing a plan before implementing solutions, allowing us to evaluate trade-offs, manage risk, and adapt over time.

 

The result is clarity, confidence, and structure — with a retirement plan built to last.

 

That’s how we help clients move forward with confidence.​

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Kurt & Pamela Martinson

We couldn’t be happier with the level of service and attention we receive from the Humphries
Wealth Group. Shaun and the team are always very responsive, ready to listen, and great at
explaining everything in a professional yet easy-to-understand and engaging manner. Best of
all, Shaun and the team take time to work closely with us to develop a comprehensive plan that
specifically suits our situation and future needs.

Grounded in people.
Focused on results.

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Lionel & Jane Martens

As a young professional I entrusted my investments and future retirement goals to Shaun. Thirty years later I retired at 61. I credit Shaun and his team with the expert coaching and advice to help make that happen. I appreciate Shaun’s steady, interactive, informative and proactive approach. He stays on top of market conditions and trends and always provides clear and well-reasoned  investment options and recommendations. We have navigated together the highs and lows of bull and bear markets. It’s been a great experience with Shaun and his excellent team. 
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Myron & Nesta Becker

Shaun Humphries has been our investment advisor since 1994. Over the last 30 years, we have formed a long-term relationship built on trust and friendship. There are several reasons why we have remained with Shaun and his staff at Assante, which include the following: education, providing a plan and keeping it updated, customized portfolio recommendations, and tax planning linked to portfolio strategies. Thank you for all of your assistance, Shaun and Staff!

Our Wealth
Planning Team

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Additional Professional Wealth Planning Partners

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Contact Our Office

Winnipeg, Manitoba, R3T1N6

1536 Gamble Place Main Floor

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Phone: 204-977-8049

Email: HWG@assante.com

CI Assante Wealth Management Ltd. operates as CI Assante Wealth Management, a fully integrated investment firm offering investment, mutual fund, and exempt-market products and services.

 

Wealth Planning services may be provided by an accredited advisor of CI Assante Wealth Management or CI Assante Private Client (a division of CI Private Counsel LP) and in some cases, by a non-affiliated third party. Insurance products and services are offered through Assante Estate and Insurance Services Inc.

 

CI Assante Wealth Management Ltd. is a member of the Canadian Investment Regulatory Organization and Canadian Investor Protection Fund.

 

©2026 CI Assante Wealth Management. All Rights Reserved.

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