Choosing a financial partner is one of the most important decisions you’ll ever make. That’s why so many Canadians choose CI Assante Wealth Management.
We’re committed to providing you with complete wealth planning advice to help you achieve your life and legacy goals. Our comprehensive approach takes into consideration each piece of your financial situation to solve the puzzle of building and preserving your wealth.
Whether you’re a business owner, planning for retirement, saving for your family’s future or looking to make a difference, you can feel secure knowing that your financial needs are being looked after by an Assante advisor.
Advice is as valuable as the person who gives it. This is where the secret of our success lies. We are driven by our focus on helping our clients and their families fully realize their personal wealth and business goals. At the foundation of our commitment are the relationships we have built – relationships that last a lifetime and are strengthened by the solutions we offer, by the advice we provide and by the value we deliver every stage of our clients’ lives.
We are different because of what we offer: a full-service, integrated wealth planning model, created for the serious professional advisor. This is reflected in our mission, in our principles and in everything we do. As our company continues to evolve, our services have helped elevate the businesses of our advisors and made us a destination of choice for new advisors joining our ranks. Our experience shows that our business model and the quality of our support appeal to the best advisors on the market.
The evolving financial services landscape offers an opportunity to rebuild trust and enhance customer experience through personalized, integrated financial advice. Assante provides expert advice, tools, and resources to support this. You’ll also benefit from the investment management team and wealth planning group at CI Investments Inc. and CI Private Counsel LP, as well as regional support focused on client expansion, insurance sales, and wealth planning to strengthen your business.
