CI Assante Wealth Management

CI Assante Wealth Management located in Windsor ON is a trusted financial advisory firm dedicated to helping clients achieve their financial goals. With a team of experienced professionals they offer personalized investment strategies retirement planning and wealth management services tailored to individual needs. Clients can expect expert guidance and a commitment to building lasting financial security. Generated from this place's information

Soulliere Financial is an independent, privately-owned boutique wealth management firm established in 1978, catering to individuals, families, professionals, and entrepreneurs who are invested in their financial futures. By employing a collaborative financial design process, the firm helps clients build, optimize, and protect their wealth while facilitating charitable giving. With over 35 years of experience, Soulliere Financial is dedicated to creating lasting client relationships and surrounding their clients with a team of caring professionals. Led by President and Founder Pat Soulliere, the firm emphasizes the importance of purpose and passion in delivering impactful financial advice for clients at all stages of life. Generated from the website

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