Investment Services

The advice you need when you need it

At Assante, we recognize your dedication to building your wealth. We understand your aspirations to make a positive impact, make sound investments, and instill your values in future generations. Our team is committed to understanding your goals, setting priorities, and crafting a tailored wealth plan to fulfill your ambitions. We will stand by your side, offering guidance and support as you navigate life’s challenges, ensuring your financial journey is smooth and successful.

Investment strategies play a pivotal role in securing financial stability and achieving long-term goals. Diversification, a fundamental strategy, involves spreading investments across different asset classes to reduce risk. By balancing high-risk, high-reward investments with more stable options, diversification helps cushion against market fluctuations. Another effective approach is dollar-cost averaging, where investments are made at regular intervals regardless of market conditions.

Risk management and insurance play pivotal roles in safeguarding individuals, businesses, and organizations from unexpected financial losses and uncertainties. By identifying, assessing, and mitigating potential risks, businesses can make informed decisions, ensuring their long-term stability and growth. Insurance serves as a crucial tool in this process, providing a safety net against various risks, including property damage, liability, and even personal health issues.

Tax planning is a crucial aspect of managing your finances effectively and maximizing your wealth. By strategically organizing your financial affairs, you can legally minimize your tax liabilities, ensuring you keep more of your hard-earned money. Effective tax planning involves understanding the ever-changing tax laws and utilizing various exemptions, deductions, and credits available to you. It's about structuring your income, investments, and expenses in a way that optimizes your tax situation. Whether you're an individual, a business owner, or an investor, having a well-thought-out tax plan can significantly impact your financial well-being

We can deploy a whole arsenal of tactics to minimize your tax burden. Tax-smart strategies include:

  • Choosing tax-deferred and tax-exempt options
  • Optimizing tax-preferred income in non-registered plans
  • Establishing trusts and endowments
  • Splitting income among family members

Estate planning is a crucial process that involves making arrangements for the management and distribution of your assets after your passing, ensuring that your loved ones are taken care of according to your wishes. It encompasses various elements such as drafting a will, establishing trusts, designating beneficiaries, and minimizing tax liabilities. By creating a comprehensive estate plan, you can protect your assets, provide financial security for your family, and preserve your legacy for future generations. It also allows you to appoint guardians for minor children, specify healthcare preferences through advance directives, and outline charitable contributions if you wish to support causes close to your heart.

Retirement planning is a crucial aspect of financial management that requires careful consideration and strategic decision-making. As you approach retirement age, it's essential to plan ahead to maintain your lifestyle and financial security during your golden years

A well-thought-out retirement plan involves assessing your current financial situation, determining your desired retirement lifestyle, estimating future expenses, and understanding your sources of income, including pensions, investments, and social security benefits. By creating a solid retirement plan, you can ensure a comfortable and worry-free retirement, allowing you to enjoy your life without financial stress

Charitable giving is a powerful way to make a meaningful difference in the world. By contributing to causes that matter to you, you have the opportunity to create positive change and impact the lives of others. Whether it's supporting education, healthcare, environmental conservation, or social justice initiatives, your donations can provide essential resources and opportunities to those in need.

Additionally, charitable giving not only benefits the recipients but also brings a sense of fulfillment and purpose to the donors. It allows individuals and organizations to come together, fostering a sense of community and shared responsibility. Through your generosity, you can inspire others to join in the spirit of giving, creating a ripple effect of kindness and compassion. Embracing charitable giving is not just a financial transaction; it's a heartfelt gesture that has the power to transform lives and build a better future for everyone.

CI Assante Private Client offers an unparalleled wealth management experience tailored to meet the unique needs and aspirations of discerning individuals. With a focus on personalized service, we understand that your financial journey is as individual as you are. Our dedicated team of experts is committed to helping you define your financial goals and create a comprehensive plan to achieve them.

Assante Discretion offers a bespoke wealth management experience tailored to your unique financial objectives. With Assante Discretion, you can enjoy the peace of mind that comes with expertly managed investments, personalized to match your risk tolerance and long-term goals. Our team of experienced professionals diligently monitors the market trends and economic developments, ensuring your investments are always optimized for maximum returns.


Our seasoned advisors, drawing from 26 years of expertise and backed by a wealth of professional resources including analysts and lawyers, are instrumental in helping you stay focused on achieving your goals with confidence. They are well-equipped to guide you through all aspects of wealth management, from retirement planning to estate management, ensuring informed and strategic financial decisions.

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.

We have advisors across Canada to help you reach your goals.

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