Building a future-focused financial life

 

Your financial goals are unique. Your financial advisor should be too.

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THE ASSANTE ADVANTAGE

Why work with a financial advisor? An advisor can create a customized plan that considers your objectives, time horizon, risk tolerance and more. An advisor also helps you save better, take advantage of tax efficiencies and avoid emotional investing so you can focus on your financial goals.

 

That’s why many people work with an advisor. And, when you choose CI Assante Wealth Management, the benefits will stand out immediately. We offer personalized wealth planning advice and a wide array of innovative solutions. Our comprehensive approach is designed to help you effectively build and preserve lifelong wealth.

 

Assante’s trusted advisors have the education, training, skills, experience and network of professionals to look after your family’s financial needs and help you navigate life’s many challenges.

Our suite of services

 

It’s a bold statement to say that we offer a full suite of services, but we back it up with a comprehensive offering. Among our key services are retirement planning, investment strategies and risk management.

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Retirement planning

 

A strong retirement plan can address your current needs while also maintaining focus on the long term and adapting as circumstances evolve in your life and in the markets. Our advisors will help you achieve a good balance between preserving your hard-earned wealth and growing it enough to sustain your desired lifestyle through retirement.

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Investment strategies

 

An Assante advisor will prepare a prudent investment strategy based on your objectives, risk tolerance and other factors. They carefully implement your strategy using a broad range of best-in-class products and services. Among our products is an exclusive suite of managed portfolios that an experienced portfolio management team will monitor, adjust and tailor to your unique needs and circumstances.

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Risk management and insurance

 

With guidance from an Assante advisor, you can implement a personalized risk management and insurance program that strengthens and safeguards your family’s financial security. We work with Canada’s leading insurance providers to manage risks and maximize opportunities at every stage of your personal and professional life, so you can be prepared for whatever life may bring.

We partner with the best. So can you.

 

We know that choosing a financial advisor is a big decision. That’s why we partner with highly accomplished advisors who have a track record of success and a deep network of specialists in their respective fields.

 

Our advisors are backed by CI Assante Wealth Management, a leader in delivering complete wealth management solutions. We’ve also been consistently ranked by J.D. Power among the top Canadian full-service brokerage firms for investor satisfaction and trust.

 

In turn, our firm is a subsidiary of CI Financial Corp., a proudly independent company with expertise in global asset management, wealth management, private wealth, directing investing and other investment services.

 

Stay informed and invest with confidence

RETIREMENT PLANNING

What to do when retirement approaches

Do you want to retire with financial tasks and to-dos or financial peace of mind? Take these wealth planning measures in the years ahead and retire comfortably.

 

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INVESTMENT STRATEGIES

Responsible investing is also smart investing

Investors want to know that companies they invest in do more than turn a profit – they should also respect the environment, society and shareholders. Find out about the ABCs of ESG.

 

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INSURANCE

Will you need life and health insurance in retirement?

You don’t hear much about insurance needs in retirement. So we’ve got you covered with helpful information on life, disability, critical illness, long-term care and private health insurance.

 

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