Assante Wealth Management

Assante Wealth Management is one of the largest Canadian professional services firms in wealth management, supporting 830 professional advisors who oversee over $44 billion of Canadian's family wealth. Assante is a subsidiary of CI Financial, a leading national investment company with approximately $155 billion in total assets as of March 31, 2020.Our advisors Finding the time to manage your finances is hard to do. Developing the expertise to understand the complexities of financial markets, taxation and retirement planning is even harder. That's why most people turn to an advisor – to simplify their lives and achieve their financial goals.At Assante we recognize your needs are unique. Your Assante advisor will work with you to create a comprehensive and integrated wealth plan offering you a personal strategy to simplify and enhance your well-being. This strategy can include:• Complete wealth management – investment, insurance, retirement, tax and estate planning. • Investment portfolios – recommended based on your unique goals, risk tolerance and timeline. • Access to in-depth expertise – lawyers, accountants and analysts from Assante Private Client, division of CI Private Counsel LP.Contact an Assante advisor today for more information.Assante advisory services are offered through Assante Financial Management Ltd. and Assante Capital Management Ltd.