Investment Planning Advice

If you manage wisely, wealth is for the taking. At Assante you can enjoy an exclusive suite of performing managed portfolios from a wide variety of asset classes.

Our investment approach is one of thoughtful care and prudent planning. Whether you are more comfortable with saving, or taking a calculated risk, I will help you implement your custom investment strategy that includes a broad range of best-in-class products and services.

As an Assante client, you additionally enjoy exclusive and preferential access to the customized United Financial brand of solutions managed by CI Investments Inc. (http://www.ci.com/web/home.jsp). High net worth clients with more complex wealth planning needs will benefit most from the exclusive Private Client option through the United Financial division of CI Private Counsel LP.

Assante is an indirect, wholly-owned subsidiary of CI Financial Corp. (“CI”).  The principal business of CI is the management, marketing, distribution and administration of mutual funds, segregated funds and other fee-earning investment products for Canadian investors through its wholly-owned subsidiary CI Investments Inc.   If you invest in CI products, CI will, through its ownership of subsidiaries, earn ongoing asset management fees in accordance with applicable prospectus or other offering documents.

Complimentary Financial Review

Be well advised. All initial consultations are confidential and complimentary. Please include your mailing address, and telephone number.




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