Integrated Planning Group

Assante Wealth Management is a Canadian financial services firm focused on providing personalized wealth management strategies that cater to the unique needs of families, professionals, and business owners. With over 30 years of experience, their team of advisors is dedicated to simplifying the wealth planning process and helping clients achieve their financial goals with confidence.

The firm offers a comprehensive range of services, including investment strategies, risk management, tax planning, estate planning, retirement planning, and charitable giving. Backed by the financial strength of CI Financial, Assante Wealth Management emphasizes responsible investing while maintaining integrity and a client-focused approach in all aspects of their business.

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