Experience the Assante Advantage
Complete financial advice for all your wealth planning needs.
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Experience the Assante Advantage
Complete financial advice for all your wealth planning needs.
Learn More
This Is Why We're Here.
Achieving your life's goals requires complete financial advice. See how Assante advisors help their clients secure their future and realize their dreams.
Learn More
This Is Why We're Here.
See how Assante advisors help their clients secure their future and realize their dreams.
Learn More
Professional advice matters
Research shows that the longer you get financial advice, the more your assets grow.*
Advisors play a crucial role in keeping you focused on reaching your goals with confidence. With an advisor, you are better prepared to make informed financial decisions and you have a greater chance at saving more and retiring comfortably.
*Source: The gamma factor and the value of advice, by Claude Montmarquette and Nathalie Viennot-Briot, CIRANO, 2016
- 1.7x
4 to 6 years - 2.9x
7 to 14 years - 3.9x
15 plus years
Assante Advantage
Your financial matters can’t be solved one piece at a time. It requires synchronizing all of the elements of your wealth – investments, tax, retirement savings, estate and insurance. Through a complete approach to managing your wealth, your Assante advisor can help you solve the puzzle to financial success.
Locate an advisor near you
Angela has overseen the financial needs of our family, offering professional guidance and advice at every step. With her assistance, we set long range financial goals and a plan which has weathered fluctuations. As a result, we were fortunate to enter retirement with a strong, sustainable tax efficient plan in place. We have always appreciated Angela’s attention to detail and personal touch in consistently providing her expertise to guide our life and estate planning.
Joanne and Roger Arbour
Orillia, Ontario
Clients of
Orillia, Ontario
1995
I am making my morning coffee, after calculating my estimated net worth, and feel the need to thank you and your team for all you have done for me over the years. You have helped me achieve my financial dream of having a secure and worry-free income in my retirement.
Jim Ayers
Surrey, British Columbia
Client of
Jared Neufeldt
Abbotsford
2003
Thank you, for not only expertly guiding our financial planning for our present and future lives, but also for the personal attention you so kindly add. We appreciate the many invitations to various Assante-supported events. You are very dedicated financial advisors, but just as importantly, you take the time to know your clients on a personal level, which makes for a very comfortable and effective working relationship.
Sandra
Halifax, Nova Scotia
Client of
Halifax
You have gone above and beyond understanding our goals and objectives and have always explained to us the ups and downs of the market so we fully understood.
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
Dorval, Quebec
Clients of
Dorval, Quebec
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.
Heather R.
Toronto, Ontario
Client of
Toronto, Ontario
2004
Assante Life
Dec
30
You save tax as a family when you transfer your income to children in a lower tax bracket. We’ve got specific income-splitting strategies that work for minor children and adult children.
Jan
28
It’s something you don’t often realize until you retire, but tax becomes one of your biggest expenses in retirement. We’ve got a few strategies that can help you trim your tax bill.
Jun
09
CI Assante Wealth Management’s service excellence has been acknowledged with seven nominations at this year’s Wealth Professional Awards in notable categories such as firm and advisor of the year.