Wealth Planning – offered exclusively through United Financial solutions

Our advisors work closely with investment management and wealth planning professionals to deliver customized investment solutions and integrated wealth plans that meet the diverse financial needs and goals of our clients.

With Assante, your advisor has exclusive access to the customized United Financial brand of solutions – Evolution Private Managed Accounts and Optima Strategy – managed by CI Investments Inc. With active management from portfolio managers around the world, these leading solutions combine investment expertise with wealth planning strategies. For high net worth clients with more complex wealth planning needs, we offer our exclusive Private Client Managed Portfolios through the United Financial division of CI Private Counsel LP.

Please click on the links above to learn more about the broad range of wealth planning resources and solutions available through your Assante advisor.