You can feel secure knowing that your financial needs are being looked after by an Assante advisor. Our comprehensive approach takes into consideration each piece of your financial situation to solve the puzzle of building and preserving your wealth. With access to a wealth of tools and resources, our advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Global Asset Management, and CI Assante Private Client, a division of CI Private Counsel LP. Our core values of integrity, passion and professionalism drive our business. It's through our all-encompassing approach, which offers a comprehensive and integrated range of services and advice that your Assante advisor can partner with you to tailor a strategy that meets your unique needs and simplifies and enhances your financial well-being. To find out more about CI Assante Wealth Management, please visit our public website .
Published content areas
These labels describe topics appearing in the stored public sources. They are not a suitability rating or a claim that every service is currently offered.
The advantages are clear
Published profile evidence
Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
The advantages are clear
You can feel secure knowing that your financial needs are being looked after by an Assante advisor. Our comprehensive approach takes into consideration each piece of your financial situation to solve the puzzle of building and preserving your wealth. With access to a wealth of tools and resources, our advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Global Asset Management, and CI Assante Private Client, a division of CI Private Counsel LP. Our core values of integrity, passion and professionalism drive our business. It's through our all-encompassing approach, which offers a comprehensive and integrated range of services and advice that your Assante advisor can partner with you to tailor a strategy that meets your unique needs and simplifies and enhances your financial well-being. To find out more about CI Assante Wealth Management, please visit our public website .
