CFE Financial

Duff & Phelps is the global advisor that protects, restores and maximizes value for clients in the areas of valuation, corporate finance, investigations, disputes, cyber security, compliance and regulatory matters, and other governance-related issues...

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