Assante Wealth Management

Closed
800 W Pender St
Vancouver, BC V6C 2V6

Assante Wealth Management in Vancouver, BC, is committed to aiding Canadian families in creating wealth and prosperity. With a founding date in 1995, Assante boasts over 590 experienced wealth management teams managing a total of $69 billion in Canadian wealth. Assante advisors simplify the wealth planning process to help clients meet their life goals.

These advisors leverage 30 years of experience and access to professional resources, such as analysts and lawyers, to make informed financial decisions about clients' complete wealth management - from retirement to estate planning. They work with clients to develop personalized wealth management strategies, offering investment services, risk management, insurance, tax planning, estate planning, retirement planning, and charitable giving services.

Assante Wealth Management ensures that clients' financial needs are met now and for life. The company is part of CI Financial, one of Canada's largest investment companies known for its comprehensive wealth services and responsible, integrity-driven operations. Assante offers expert financial solutions tailored to clients' specific circumstances, providing the experience and capabilities needed to support unique financial goals.

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