Experience the Assante Advantage
COMPLETE FINANCIAL ADVICE FOR ALL YOUR WEALTH PLANNING NEEDS
Choosing a financial partner is one of the most important decisions you’ll ever make. That’s why so many Canadians choose CI Assante Wealth Management.
Selecting a financial partner is a significant decision, and that’s why numerous Canadians opt for CI Assante Wealth Management. We are dedicated to offering you thorough wealth planning advice, enabling you to attain your life and legacy objectives.
Our holistic approach considers every aspect of your financial situation, enabling us to create a comprehensive strategy for building and safeguarding your wealth. Whether you’re a business owner, preparing for retirement, saving for your family’s future, or aiming to make a positive impact, you can trust that your financial requirements are in capable hands with an Assante advisor.
What our clients have to say
We want to express our gratitude for your exceptional guidance in managing our current and future finances. Your expertise and personalized approach have made a significant difference in our lives. We value the numerous invitations to Assante-sponsored events, showcasing your dedication as financial advisors. More importantly, your commitment to getting to know us personally has created a comfortable and productive working relationship. Thank you for your outstanding service.
Angela has been instrumental in managing our family's financial requirements, providing expert guidance and support at every stage. Thanks to her assistance, we established comprehensive long-term financial goals and a robust plan that successfully navigated market fluctuations. Consequently, we were able to retire with a secure and tax-efficient financial strategy in place. We've always valued Angela's meticulous approach and personal touch.
Learn more about the Assante advantage
Why choose an Assante advisor
Discover the tools and strategies Assante has to offer.
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The advantages are clear
Learn more about the strength and leadership behind Assante.
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How Assante protects your assets
Find out how your assets are well
-protected.
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