of CI Assante Wealth Management Ltd.
We are a team of advisors spanning multiple generations, dedicated to building strong, lasting relationships. Our mission is to simplify wealth management and support our clients to achieve their “lifestyle for lifetime.”
The name Genea (pronounced je-NAY-ah) comes from the ancient Greek term meaning generations. We strive to ensure your family is equipped to navigate all of life’s challenges and believe your financial picture should include your entire family, not exist in isolation.
At Genea Wealth, we are committed to guiding generations and helping you grow your wealth.
Your Assante advisor will work with you to develop a personalized wealth management strategy to meet all your financial milestones.
Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire.
There are tax implications to each and every element of your complete wealth plan, but we can deploy a whole arsenal of tactics to minimize your tax burden.
Develop a retirement plan that capitalizes on the opportunities of today and is sustainable over the long term.
With the help of your Assante advisor, you can implement a program that strengthens and safeguards your family’s financial security through a personalized plan.
You can’t take it with you, but you can decide where it will go and how smooth the transition will be.
By incorporating your philanthropic goals into our wealth planning process, we ensure your wealth and values can leave a lasting impact.
We develop long-term relationships with our clients to gain a deep understanding of their unique circumstances in order to provide them with personalized solutions to reach their goals and objectives.
The key to exceptional relationships is open and honest communication. That is why we are committed to clear and transparent communication with our clients, partners and each other.
We believe life is richer when one participates in and contributes to a larger community. We encourage clients to consider what is really meaningful to them and to plan their financial lives with outcomes which satisfy their core values and beliefs.
Wealth creates complexity. We strive to simplify and bring clarity through expert advice.
We take great pride in our professionalism. We pursue best practices and relentlessly strive to achieve excellence in all of our business activities.
We believe in life-long learning. Knowledge is essential to achieve success therefore we are committed to investing in ongoing education for the benefit of our clients.