CI Assante Wealth Management

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15 York St
Toronto, ON M5J 0A3
+1 (416) 348-9994
https://www.cifinancial.com

CI Assante Wealth Management, based in Toronto, ON, is dedicated to helping Canadian families, professionals, and business owners grow their wealth securely. With over 30 years of experience, their team of 590 seasoned advisors leverages professional resources to offer comprehensive wealth management solutions that encompass investment strategies, risk management, tax planning, estate planning, and retirement planning.

The firm emphasizes a personalized approach, ensuring each client develops a wealth management strategy tailored to their specific goals and needs. Assante Wealth Management also incorporates charitable giving into its planning process, allowing clients to leave a lasting impact aligned with their values.

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