CI Assante Wealth Management advisors simplify the wealth planning process by providing you with a strategy to meet your life goals.
THE ASSANTE ADVANTAGE
Advisors play a crucial role in keeping you focused on reaching your goals with confidence. With 26 years of experience and access to professional resources such as analysts and lawyers, our advisors are prepared to make informed financial decisions about your complete wealth management from retirement to estate planning.
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.
Dave and Lisa Orcutt
Client of Joe Pizzuco
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.
Client of Janine Purves since 2004
BE INVESTMENT CONFIDENT WITH ASSANTE
If you’re seeking expert advice and financial solutions tailored to your specific circumstances, look no further. Assante advisors have the experience and capabilities to support your unique needs – now and for life.
Since our founding in 1965, CI Financial has consistently anticipated and responded to the changing needs of Canadians. We offer an innovative and industry-leading selection of investments and comprehensive wealth services to meet the needs of all investors. We are:
One of Canada’s largest investment companies
A public company as of 1994 and one of the top firms in the industry
Focused on operating with responsibility and integrity in all aspects of our business