CI Private Wealth

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Lunenburg, NS B0J
+1 (902) 634-8175
https://www.cifinancial.com

CI Assante Wealth Management, founded in 1995, is dedicated to helping Canadian families, professionals, and business owners grow their wealth securely. With 590 experienced wealth management teams and a total of $69 billion in Canadian wealth, their advisors offer personalized strategies for comprehensive wealth management, including retirement and estate planning.

Emphasizing a client-centric approach, Assante advisors leverage over 30 years of experience and professional resources to guide clients through investment services, risk management, tax planning, and charitable giving. By focusing on each client's unique financial goals, they aim to ensure sustainable growth and peace of mind throughout their financial journey.

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