Finding the time to manage your finances is hard to do. Developing the expertise to understand financial markets, taxation and retirement planning is even harder. That's why most people turn to an advisor - to simplify their lives and achieve their financial goals.
At Assante we recognize your needs are unique. That's why we've developed a comprehensive and integrated approach to wealth management. This approach combined with our renowned high level of personalized service, overall client experience, expertise, service and product selection has placed our advisors as leaders in their profession.
Your Assante advisor can work with you to clarify your goals, based on your needs and lifestyle, and can then develop a personalized strategy to help you achieve them. This strategy can include:
- Integrated wealth management - The combination of traditional investment advice with insurance, tax and estate planning takes your entire financial situation and future lifestyle objectives into consideration.
- Investment portfolios - Your investment strategy is what makes your money grow. Every investor is different, which is why our advisors will recommend an investment portfolio based on your unique goals, risk tolerance and timeline.
- Access to in-depth expertise - You can get tax-efficient solutions from our Wealth Planning Group, housed in the United Financial division of our sister-company, CI Private Counsel LP.
With an Assante advisor as your primary contact overseeing all your financial needs, you can enjoy more time with your family, or pursuing your other dreams.
Be well-advised. Contact an Assante advisor in your neighbourhood today to learn more about how we can help you build and preserve your wealth.
Assante advisory services are offered through Assante Financial Management Ltd. and Assante Capital Management Ltd. Assante Capital Management Ltd is a member of the Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Please refer to LEGAL for products and services.