Assante on Taylor
Safeguarding your family’s financial future
Our Services
The Assante Difference
A Complete Approach to Wealth Management
At Assante, we simplify your life by meeting all of your wealth management needs in one place.
You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice.
As your main source for all of your wealth needs, we can help you make the right decisions.
Through a personalized, comprehensive approach to wealth management, our advisors have access to a broad range of services and solutions supported by a network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants.
As your trusted advisor, we pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being. This includes retirement planning, investments and insurance, tax planning, estate planning, and business tax and succession planning.
Discover the Assante difference.
Call our office to discuss:
Tax and estate planning
Retirement income planning
Business succession planning
Investment planning advice
Cash management
Charitable giving
Mortgage and debt management
Insurance planning
© 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.