We have extensive experience working with individuals, medical professionals and small and medium-sized businesses. We simplify your life by meeting all of your wealth management needs in one place. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice. As your main source for all of your wealth needs, we can help you make the right decisions for you. Through a personalized, comprehensive approach to wealth management, we provide access to a broad range of services and solutions supported by an in-house network of wealth planning experts* including investment analysts, accountants, lawyers and estate planning consultants. As your trusted advisor, we pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being.
Published content areas
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We specialize in simplifying what can often seem complicated and overwhelmingCall us to discuss:
Evidence-backed planning topics
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We specialize in simplifying what can often seem complicated and overwhelming
We have extensive experience working with individuals, medical professionals and small and medium-sized businesses. We simplify your life by meeting all of your wealth management needs in one place. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice. As your main source for all of your wealth needs, we can help you make the right decisions for you. Through a personalized, comprehensive approach to wealth management, we provide access to a broad range of services and solutions supported by an in-house network of wealth planning experts* including investment analysts, accountants, lawyers and estate planning consultants. As your trusted advisor, we pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being.
Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management *The Wealth Planning Group is a part of Assante Private Client which is adivision of CI Private Counsel LP, and an indirect, wholly-owned subsidiary of CI Financial Corp.
