Gestion de Patrimoine Assante
Assante Wealth Management assists in growing and safeguarding Canadian families' assets while aiming to create wealth and prosperity. With over 30 years of experience, a network of professionals including analysts and lawyers, and $69 billion in Canadian wealth managed, Assante advisors provide personalized strategies to help clients reach their financial goals.
Services offered by Assante include investment strategies tailored to individual needs, risk management and insurance planning, tax planning to minimize burdens, estate planning for smooth transitions, retirement planning for sustainable futures, and assistance with charitable giving. Their client testimonials reflect satisfaction with the growth of their investments and the support received from their advisors.
As part of CI Financial, one of Canada's largest investment companies, Assante operates with responsibility and integrity, offering a range of innovative investments and wealth services. Their commitment to providing tailored financial solutions and expert advice ensures clients feel confident in their financial decisions, supported by Assante advisors throughout their financial journey.
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