CI Assante Wealth Management advisors simplify the wealth planning process by providing you with a strategy to meet your life goals.
Our Services
Your Assante advisor will work with you to develop a personalized wealth management strategy to meet all your financial milestones.
Investment services and strategies
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.
Risk management and insurance
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.
Tax planning
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.
Estate planning
You can’t take it with you, but you can decide where it will go and how smooth the transition will be.
Retirement planning
Develop a retirement plan that capitalizes on the opportunities of today and is sustainable over the long term.
Charitable giving
By incorporating your philanthropic goals into our wealth planning process, we ensure your wealth and values can leave a lasting impact.
What our clients have to say
We wanted you know how pleased we are with the growth of our Private Client Account and to let you know how grateful we are for you and your team, Joe and Mary. If you weren't available we could always rely on either one of them to help us out. It is always a pleasure to work with all of you and because of you and your team we can enjoy entering this new stage of full retirement.
Janine is the perfect example of somebody who isn’t just in the investment business, she’s in the financial advisory business and that encompasses your whole financial life; what your priorities are, and what your realities are, and how you can balance those, and potentially achieve far more than you thought you might be able to.
