Assante Capital Management Ltd

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80 Richmond St W # 202
Toronto, ON M5H 2A4
+1 (416) 216-6580
http://www.assante.com

Assante Capital Management Ltd is dedicated to assisting Canadian families in growing and safeguarding their assets. With over 30 years of experience, their knowledgeable advisors provide personalized wealth management strategies tailored to meet individual financial goals. From retirement planning to estate and tax planning, Assante offers a comprehensive range of services to ensure a secure financial future.

By working closely with clients, Assante advisors develop investment plans using best-in-class strategies and continuously monitor progress to stay on track. Additionally, they provide risk management and insurance solutions to protect family finances and offer guidance on tax implications to minimize burdens. Estate planning services help clients make decisions on wealth distribution, while retirement planning ensures sustainable financial security for the long term.

Assante Capital Management Ltd also values philanthropy, offering services to incorporate charitable giving goals into clients' wealth planning. Through a client-focused approach, Assante aims to instill confidence in financial decisions and provide tailored solutions to meet unique needs, backed by the financial strength and industry expertise of CI Financial, one of Canada's largest investment companies.

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Assante Wealth Management, based in Toronto, Ontario, focuses on growing assets securely to help Canadian families achieve wealth and prosperity. With over 30 years of experience, their advisors offer personalized wealth planning strategies to meet individual financial goals, from retirement to estate planning. The company boasts a strong track record, managing over $69 billion in Canadian wealth through a network of 590+ experienced wealth management teams. Assante's comprehensive services include investment strategies, risk management, tax planning, estate planning, retirement planning, and charitable giving, tailored to each client's unique needs. Clients praise Assante advisors for their expertise and dedication, highlighting the company's commitment to providing financial solutions that inspire confidence. As part of CI Financial, one of Canada's largest investment companies, Assante upholds a reputation for integrity and innovation in delivering wealth services to investors nationwide. Generated from the website content

CI Assante Wealth Management

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