CI Assante Wealth Management

Assante Capital Management Ltd, located in Calgary, Alberta, assists Canadian families in growing and securing their assets. With a founding date in 1995, Assante is backed by 30 years of experience and boasts over $69 billion in Canadian wealth managed by 590+ seasoned wealth management teams. Advisors at Assante simplify the wealth planning process by tailoring strategies to meet individual life goals, covering everything from retirement to estate planning. They offer personalized investment services, risk management, tax planning, estate planning, retirement planning, and support for charitable giving, ensuring clients' financial security and well-being. Clients commend Assante for providing expert financial advice and tailored solutions, leading to financial peace of mind and confident investments. Assante's partnership with CI Financial, one of Canada's largest investment companies, reinforces their commitment to responsible and innovative wealth services that meet the diverse needs of all investors. Generated from the website content

Prizm Financial is a reputable financial services firm based in Calgary, AB, specializing in providing personalized financial solutions to individuals and businesses. With a team of experienced professionals, Prizm Financial offers a range of services including financial planning, investment management, and retirement planning to help clients achieve their financial goals. Generated from their business information

Silverberg & Associates Inc, operating as Silverberg Group, is a Calgary-based company that specializes in providing innovative employee benefits solutions tailored to the diverse needs of organizations of all sizes. As an extension of their clients' teams, they focus on strategic conversations to enhance employee attraction and retention through comprehensive group benefits and retirement plans. Recognized for their expertise and personalized service, Silverberg Group emphasizes the importance of maintaining a stable and healthy workforce by continuously adding value to their client relationships. Their commitment to understanding unique business needs allows them to deliver effective solutions that drive informed decision-making in employee benefits management. Generated from the website