CI Assante Wealth Management

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.

Discover the Assante Advantage

Locate an advisor near you

Assante Life

family at the beach
family at the beach
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.
retired man and woman sitting in the park
retired man and woman sitting in the park
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.
congratulating the 2020 wealth professional awards finalists
congratulating the 2020 wealth professional awards finalists
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.