Jason Miller - TD Financial Planner

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. Generated from the website

CI Investments is a financial services firm located in Toronto, Ontario, specializing in investment management and advisory services. The company offers a range of solutions including portfolio management, correspondent services, and robo-advisors to meet the diverse needs of its clients. As a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF), CI Investments is committed to maintaining high standards of client service and regulatory compliance. The firm emphasizes transparency and security in its operations, ensuring clients receive best execution and protection of their investments. Generated from the website

TD Bank Financial Group, specifically TD Canada Trust Branches in Toronto, ON, offers a range of financial services to individuals and businesses. Their offerings include banking products, investment services, and insurance solutions to help customers manage their finances. With a focus on customer service and convenience, TD Canada Trust Branches aim to provide accessible and reliable financial solutions for their clients in the Toronto area. Whether it's personal banking needs or business financial planning, TD Bank Financial Group strives to support their customers in achieving their financial goals. Generated from their business information