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Helping You Achieve Your Goals and Dreams
Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most.
We are a team of professionals who thrive on providing our clients with expertise in all areas of Wealth Management. At our branch, we believe that it is not about knowing all the answers but rather, having access to the right answers for our clients. We deliver this by working closely with investment management, wealth planning and insurance professionals in order to deliver a comprehensive wealth plan that is unique and customized to each client.
We pride ourselves on the quality of our branch’s advisors in addition to our support staff. They work diligently to garner the trust of their clients in addition to providing them with the highest quality of service while they help them work through their financial challenges and reach their goals.
Interdependent people combine their own efforts with the efforts of others to achieve their greatest success. ~
Stephen Covey (author of the 7 habits of Highly Effective People)
Collectively we have over 400 years of experience in wealth management…. almost ridiculous to mention but it leads to the point that we are a branch filled with highly experienced advisors that work together by sharing years of knowledge and timely information that results in incomparable wealth planning.
Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, we can help you make the right decisions about your wealth, and help you build the future you desire.
If you are looking for a financial solution that will simplify and enhance your life, please contact our office for a confidential consultation.
© 2021 CI Assante Wealth Management
Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
www.mfda.ca
The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.