CI Assante Wealth Management

Sun Life Financial, located in Toronto, Ontario, offers rewarding career opportunities for individuals looking to become financial advisors. By partnering with clients, advisors help Canadians build personalized financial strategies, ensuring clients are equipped to achieve their financial goals. In addition to investment advice, Sun Life provides a range of insurance products, including health and life insurance, aimed at enhancing the financial security and peace of mind of Canadians. The company's services empower individuals to create effective budgeting and savings plans, maximizing their financial potential. Generated from the website

WNY Asset Management, established in 1994, specializes in providing individualized financial planning advice aimed at helping clients achieve their dreams while building and preserving their wealth. With services ranging from retirement planning to estate management, they focus on guiding clients through life's financial journey with relevant strategies tailored to their unique needs. The firm emphasizes the importance of not just planning for the future, but also enjoying the present. By fostering a supportive and proactive relationship, WNY Asset Management strives to alleviate financial worries, allowing clients to envision and work towards a brighter tomorrow. Generated from the website

Specialists in the design of Discriminatory Executive Benefits that provide for efficient wealth accumulation, family income protection and disrupton, estate planning, succession planning, and funding.