Tools and Calculators
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Learn more about how we help Canadian families build and preserve their wealth.
Learn about rate of return and how to read performance numbers.
View the video that explains the Management Expense Ratio (MER) and how it is calculated.
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 daily prices, performance reports and disclosure documents for more information.
- Daily Prices
- Financial Statements and Fund Performance Reports
- Legal and Regulatory Documents
- Fund Facts
Additional privacy, legal information and disclosures for Assante Private Client, Evolution Private Managed Accounts, and Optima Strategy. Independent Review Committee Reports can be found through CI Investments Inc.
If you think you may have unclaimed property with Assante, please contact Assante Service Centre.