Assante - Wealth Planning

Client Reporting

To keep you apprised of your progress towards your financial goals, we offer a comprehensive reporting structure. For those individuals with trusts or corporations, we provide non-calendar year-end tax reporting.

Quarterly statements: you will receive consolidated statements that show the value of your investments, portfolio composition, portfolio growth over time, annualized rates of return, and other important information.

Private Client online access: gives you secure around-the-clock access online to important information about your account(s). Click here to see your statements online.

Price & Performance

Here you can find prices and performance for the United Pools and Corporate Class funds under the Private Client Managed Portfolios.

The information contained here is intended for Canadian residents only and does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer or solicitation is not allowed. Private Client Managed Portfolios services are provided by United Financial, a division of CI Private Counsel LP. CI Private Counsel LP is a wholly owned subsidiary of CI Financial Corporation, and provides portfolio management services as a registered advisor under applicable securities legislation.

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