CI Assante Wealth Management
Assante Wealth Management focuses on helping Canadian families create wealth and prosperity through personalized financial advice. Their experienced advisors simplify the wealth planning process by developing tailored strategies to meet individual life goals. With 30 years of expertise and access to professional resources like analysts and lawyers, clients can expect well-informed financial decisions spanning retirement to estate planning.
Through their services, Assante advisors assist clients in developing personalized wealth management strategies, utilizing best-in-class investments, and ensuring continual monitoring for financial milestones. They also offer risk management and insurance solutions, tax planning strategies, estate planning services, retirement planning guidance, and support for charitable giving to leave a lasting impact.
Clients commend Assante Wealth Management for their dedication to growth and financial security, highlighting the personalized attention and comprehensive support received from their advisors. With a focus on maintaining integrity and responsibility, Assante is backed by CI Financial, one of Canada's largest investment companies, offering innovative investment options and comprehensive wealth services to meet diverse investor needs.
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