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Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
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Help Flatten the Curve by Going Paperless with Assante InvestorOnline
April 10, 2020 • Technology, Security
Even with our office closed, finding convenient and secure solutions for sharing confidential communications and documents about your account with you is my priority.
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Update on Pandemic Response
March 20, 2020 • Technology, Security
We are committed to supporting you through this difficult time and extend our heartfelt wishes to our clients for their good health and safety.
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InvestorOnline | Discover the difference
July 22, 2016 • Technology
The redesigned Assante InvestorOnline offers a fresh layout with new and improved features. Part of our commitment to providing a complete approach to our clients includes an improved online experience, where you have access to your Assante account information and more, any time, day or night.
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InvestorOnline My Portal
October 20, 2015 • Technology
An easy and secure way to communicate with your advisor over Assante InvestorOnline
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© 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.