CI Assante Wealth Management

At Desjardin Financial Security Investments Inc in Windsor, investment fund advisor Mauro diMario helps individuals and families protect their assets, plan for retirement and invest in education or savings for their dependents. Mr.

In Business for 25 years! Mutual funds and/or approved exempt market products are offered through HollisWealth, a trade name of Investia Financial Services Inc. (Investia). Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators ...

Investment Planning Counsel, located in Windsor, ON, offers personalized financial advice tailored to meet the unique needs of clients and their families. With a focus on flexibility and engagement, they provide a range of services from wealth management to succession planning, ensuring clients receive support that aligns with their goals. The firm emphasizes human-centered advice, recognizing that effective financial planning requires understanding individual values and priorities. Their commitment to building engaged relationships allows clients to navigate financial decisions with confidence and clarity, regardless of market conditions or life milestones. Generated from the website