CI Assante Wealth Management

Located in the serene town of Cold Lake, AB, Assante Capital Management Ltd stands as a reliable hub for individuals seeking expert financial planning services. Nestled amidst the tranquil surroundings, this establishment exudes a sense of trust and professionalism, making it a go-to destination for those navigating the complexities of wealth management. With a team of seasoned financial planners at the helm, Assante Capital Management Ltd offers tailored solutions to meet diverse needs. Whether it's retirement planning, investment strategies, or estate management, clients can expect personalized guidance that aligns with their unique financial goals. Embracing a client-centric approach, this firm prides itself on fostering long-term relationships built on transparency and sound financial advice. Generated using this place's available information

ATB Financial, a large Alberta-based financial institution, serves more than 240 communities with over 300 locations across the province. We transform banking and make it work for Albertans.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.