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Why Our Clients Work With Us

Knowing the right thing to do with your finances and finding the time to do so can be a difficult task.

Integrated wealth management - The combination of traditional investment advice with insurance, tax and estate planning takes your entire financial situation and future lifestyle objectives into consideration.


Investment choices - Your investment strategy is what makes your money grow. Every investor is different, which is why we will recommend an investment selection based on your unique goals, risk tolerance and timeline.


Access to in-depth expertise - You have access to tax-efficient solutions from the Wealth Planning Group of  Assante Private Client, a  division of CI Private Counsel LP.  We will act as your primary contact overseeing all your financial needs, you can enjoy more time with your family, or pursuing your other dreams.

 

In The Community

We were honoured to sponsor Motionball Kingston for another year. A record breaking $54,000 was raised for Special Olympics Canada.

 

What our clients are saying about us


Insurance products and services are provided through Assante Estate and Insurance Services Inc.