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Our purpose is to make wealth management elegantly simple and empower our clients to enjoy ‘lifestyle for lifetime’
At Genea, we develop deep-rooted relationships and partner with you to craft tailored financial strategies. We deliver a clear financial road map to ensure you’re able to make informed, intelligent decisions through life’s transitions, challenges and celebrations.
© 2021 CI Assante Wealth Management
Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
www.mfda.ca
The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.