CI Assante Wealth Management

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16 Huron St
Collingwood, Ontario L9Y 1C4
+1 (705) 444-1457
http://assante.com

Assante Capital Management Ltd, situated in Collingwood, Ontario, is committed to assisting Canadian families in creating wealth and prosperity. With over 30 years of experience, their advisors offer personalized wealth management strategies tailored to individual life goals. They boast a network of over 590 experienced wealth management teams, managing a substantial $69 billion of Canadian wealth since their founding in 1995.

Services offered by Assante include investment strategies, risk management, tax planning, estate planning, retirement planning, and charitable giving integration. Their dedicated advisors leverage professional resources such as analysts and lawyers to ensure informed financial decision-making, guiding clients through comprehensive wealth management from retirement to estate planning. The company prides itself on maintaining a focus on personalized financial solutions that prioritize the long-term success of their clients.

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To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
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To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal...
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