CI Assante Wealth Management

Assante Wealth Management in Penticton, British Columbia, is dedicated to helping Canadian families create wealth and prosperity. With over 30 years of experience and a network of experienced wealth management teams, Assante simplifies the wealth planning process to meet your life goals.

Assante advisors provide personalized wealth management strategies tailored to your financial milestones. From investment services and risk management to tax planning and estate planning, they offer a comprehensive approach to ensure your financial security and a smooth transition of wealth. Their services also include retirement planning and charitable giving to align your wealth with your values.

Generated from the website content