CI Assante Wealth Management

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360 King St W
Oshawa, Ontario L1J 2J9
+1 (905) 579-7777
http://assante.com

Assante Capital Management Ltd, located in Oshawa, Ontario, is committed to growing assets securely and creating wealth for Canadian families. With over 30 years of experience, their advisors offer personalized wealth management strategies tailored to clients' life goals. They provide a comprehensive range of services, including investment strategies, risk management, tax planning, estate planning, retirement planning, and charitable giving.

The firm boasts a track record of managing over $69 billion in Canadian wealth through a network of 590+ experienced wealth management teams. Assante Capital Management Ltd was founded in 1995 and prides itself on offering expert financial advice and solutions to meet clients' unique needs. Clients commend the company for its dedication, professionalism, and ability to ensure a smooth transition into retirement.

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CI Assante Wealth Management

Assante Financial Management in Oshawa, ON, is a firm that offers a range of financial services to individuals and businesses. With a focus on financial planning and investment management, Assante provides tailored solutions to help clients achieve their financial goals. Generated from their business information
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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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