Keith Donoghue and Laurie Laplante
Safeguarding your family’s financial future
Investment Planning
Investment Planning
As Advisors with Assante Capital Management Ltd., we are able to provide a broad range of investment products to our clients. We can offer mutual funds, GICs, stocks, bonds, and ETFs. Keeping investment fees to a minimum is crucial so that more of your money compounds for you.
© 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.