CI Assante Wealth Management

Global Maxfin Investments Inc., based in Richmond Hill, ON, is one of Canada's largest Independent Mutual Dealers, specializing in a comprehensive range of financial products and services designed to meet the diverse needs of individuals and families. The firm empowers its independent financial advisors with access to a broad spectrum of options, enabling them to deliver personalized strategies for wealth management, tax and estate planning, and much more. Committed to achieving client goals, Global Maxfin Investments Inc. emphasizes a tailored approach to financial success through services such as retirement planning, mortgage alignment, and children's education funding. Their mission focuses on building strong foundations for financial advisors, fostering an environment that nurtures independent expertise and strategic planning. Generated from the website

Sun Life Financial is a leading financial services company based in Markham, ON. Specializing in insurance, wealth management, and retirement planning, the company offers a range of products and services to help clients achieve their financial goals. Generated from their business information

Assante Capital Management Ltd is a financial services firm based in Markham, ON, specializing in wealth management and investment advisory services. With a focus on personalized financial planning, Assante Capital Management Ltd aims to help clients achieve their long-term financial goals through strategic investment strategies and diversified portfolios. Generated from their business information