As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them.
We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way.
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.
Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.
Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).
Savings with no plan?
Uncertain if you’ll have enough to retire?
Need to save for your children’s education?
Looking to save for a loved one with a disability?
Want to protect your lifestyle for your lifetime?