CI Assante Wealth Management

Assante Wealth Management, situated in Ottawa, Ontario, is dedicated to assisting Canadian families in creating wealth and prosperity. With over 30 years of experience, their advisors offer personalized strategies to help clients achieve their financial goals, from retirement planning to estate management.

By leveraging a team of professionals including analysts and lawyers, Assante Wealth Management provides comprehensive wealth management services, tailored to individual needs and objectives. Their expertise in investment services, risk management, tax planning, estate planning, retirement planning, and charitable giving ensures a holistic approach to financial well-being.

Clients have shared their satisfaction with Assante Wealth Management, highlighting the team's dedication and expertise in guiding them towards financial success. For those seeking tailored financial solutions and expert advice, Assante Wealth Management stands ready to support unique needs and secure financial futures.

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