CI Assante Wealth Management

Closed
Call
Website
1001 Burns St E
Whitby, Ontario L1N 6A6
+1 (905) 428-9911
http://assante.com

Assante Wealth Management in Whitby, Ontario, focuses on growing assets securely while aiming to create wealth and prosperity for Canadian families. Their experienced advisors simplify wealth planning by providing personalized strategies to meet life goals. With 30 years of expertise and access to professional resources, including analysts and lawyers, Assante advisors help clients make informed financial decisions spanning retirement to estate planning.

Assante offers a range of services including personalized wealth management strategies, investment services based on individual goals, risk management and insurance plans, tax planning to minimize burdens, estate planning for smooth transitions, retirement planning for sustainable financial security, and incorporating philanthropic goals into wealth planning.

Clients commend Assante advisors for their expertise and guidance, highlighting the personalized financial solutions tailored to unique circumstances. Assante is part of CI Financial, a leading Canadian investment company committed to industry-leading investments and comprehensive wealth services since 1965, focusing on responsibility and integrity in all aspects of business.

Generated from the website content

Also at this address

Own this business?
See a problem?

You might also like

Services, nec, nec

Sun Life Financial

Sun Life Financial in Pickering, ON is a well-established financial services company that offers a range of insurance and investment products to individuals and businesses. With a focus on financial planning and risk management, Sun Life Financial provides customers with tailored solutions to help them achieve their financial goals and secure their future. Generated from their business information
Services, nec, nec

IPC Securities Corporation

IPC Securities Corporation, based in Pickering, ON, specializes in providing personalized financial and wealth management advice tailored to the unique needs of individuals and families across Canada. They emphasize the importance of human-centered communication and engagement, addressing clients' financial goals and milestones through a flexible approach that accommodates their preferences and schedules. The firm has recently expanded its national presence through the acquisition of De Thomas Wealth Management, enhancing their mission to be a premier destination for entrepreneurial advisors. With a focus on personalized service, IPC aims to turn financial conversations into meaningful discussions, fostering enduring client-advisor relationships through continual communication and strategic planning. Generated from the website
Security brokers and dealers, Business services, nec, nec, Services, nec, nec

RBC Dominion Securities Inc

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.
Canada›Ontario›CI Assante Wealth Management

Partial Data by Infogroup (c) 2025. All rights reserved.

Partial Data by Foursquare.