Be knowledgeable.
Tools and Calculators
Want more than do-it-yourself calculators?
Contact an Assante advisor and experience what it means to be well-advised.
Locate an advisor near you
Education
Making sense of your investment performance
Learn about rate of return and how to read performance numbers.
Understanding the Management Expense Ratio (MER)
View the video that explains the Management Expense Ratio (MER) and how it is calculated.
Exclusive Investments
Our advisors can help you make the right choices from our selection of carefully screened and approved industry-leading mutual funds. Our broad product shelf includes funds from all major investment fund companies across the country, including access to our exclusive managed solutions available through our sister company CI Investments Inc. Our securities-licensed advisors with Assante Capital Management Ltd can provide stock and bond recommendations as well as superior trade execution. Refer to the daily fund prices, performance reports and disclosure documents for more information.
Unclaimed Property
If you think you may have unclaimed property with Assante, please contact Assante Service Centre.