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

Vacation property with pool
Vacation property with pool
A dip in the lake, laughs on the deck, a campfire with the family. Having your own vacation property may be your dream, but understand the commitments that come with ownership.
Black married couple
Black married couple
Find out why some retirees choose to begin government benefits early, some start at 65 and others start at 70. Then see if you lean toward any one of these options.
Heart and giving
Heart and giving
CI Assante Private Client is a five-time Premier Sponsor of CAGP’s strategic philanthropy conference. The 2021 virtual event will discuss the theme Challenge of Change.