Introducing Orchard View Financial
Earlier this year, we shared that our practice was going through a naming process. At the heart of that process was a simple idea: we wanted a name that was bigger than any one person. Something that reflected the full team, the way we work, and the long-term relationships we are grateful to have with our clients.
Today, we are pleased to officially share our new name: Orchard View Financial
This name means a great deal to us because it reflects how we think about financial planning. An orchard does not grow overnight. It takes care, patience, the right conditions, and a long-term view. In many ways, that is exactly how we approach the work we do with clients and their families.
It also reflects the people behind the practice.
Barb and Taran continue to be key points of contact for our clients, helping ensure day-to-day needs are handled with care and attention.
Ben is the newest addition to our group, joining us as a financial advisor and helping us continue to grow the advice and support we provide.
Pooja manages the transactions and paperwork that keep everything moving smoothly behind the scenes.
Val leads special projects, helping us improve, stay organized, and focus on the day-to-day work that matters most to our clients.
That is why Orchard View Financial felt right. This practice is not about one person. It is about a team, a shared approach, and a long-term commitment to helping families make confident financial decisions.
The “Orchard” represents growth, patience, and care. The “View” represents perspective: helping clients step back, see the bigger picture, and move forward with clarity.
Importantly, while our practice name is changing, we remain part of CI Assante Wealth Management Ltd. The support, structure, and relationship you know today will continue. This new name simply gives our team a clearer identity for the work we do together.
We are grateful for the trust you place in us, and we are excited for this next chapter.
Welcome to Orchard View Financial.
Bryan Deviney is a Senior Financial Advisor with CI Assante Wealth Management Ltd. The opinions expressed are those of the author and not necessarily those of CI Assante Wealth Management Ltd. Please contact him at 416.216.6500 or visit www.bryandeviney.com to discuss your particular circumstances prior to acting on the information above. CI Assante Wealth Management Ltd. is a Member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
