Assante advisors with published high-net-worth client information

…ze financial planning advisors who can provide the advanced service and advice to meet the needs of affluent clients. There are only about 5,300 individuals who have obtained the FMA designation in Canada. The FCSI designation is the highest honour and most senior credential in Canadian financial services. It is reserved solely…

…utions for you and your family. Assante, through our association with United Financial, also offers high net worth clients the opportunity to take advantage of the Private Client Managed Portfolio program. The Private Client Wealth Plan provides the highest degree of risk management analysis, tax and financial strategies, and we…

…. Together, we can consider registered or non-registered investments, determining which is best for high net worth individuals. Creating trusts allows you to save money for your children until they become adults. Regardless of the final strategy you choose to settle on, all strategies are meticulously thought through and explain…

…companies such as Sun Life, Canada Life, Manulife, Standard Life, Transamerica Life and others For high net worth clients with more complex wealth planning needs, you’ll benefit from the exclusive Private Client option through the United Financial division of CI Private Counsel LP.

…u may face along the way. Our clients include dentists , health professionals , entrepreneurs , and high-net-worth individuals and families who want to take control of their financial future, achieve their goals, and live their dreams.

As a Regional Vice-President, Wealth Planning, Chris Taylor works closely with our high-net-worth clients to identify issues and provide complex, tactical wealth planning support that complements their individual wealth plans. In particular, he focuses on tax and financial planning strategies for business owners, professionals,…

…years experience providing specific financial, tax, and retirement planning advice to Canadians of high net worth. His work background with Canada Revenue Agency, and as a financial advisor with two major Canadian financial institutions, gives him added insight to ensuring his clients maximize their investment capital, while mi…

…x, retirement, and estate planning. David specializes in planning for business owners and providing high net worth planning services. David completed his Certified Financial Planner designation in 1998. He believes in continuing education, and has earned industry designations that enhance his ability to deliver exceptional advic…

Assante provides high-net-worth individuals, families and business owners with exclusive access to comprehensive wealth planning and custom-built portfolios through CI Assante Private Client. While working closely with the Davis Nerman Wealth Group, clients in this program are offered additional planning services and a robust su…

…und the world, this leading solution combines investment expertise with wealth planning strategies. High net-worth clients with more complex wealth planning needs will benefit from the exclusive Private Client Managed Portfolios option provided through Assante Private Client, a division of CI Private Counsel LP. Private Client M…

…he world, these leading solutions combine investment expertise with wealth planning strategies. For high net worth clients with more complex wealth planning needs, you’ll benefit from the exclusive Private Client option through the United Financial division of CI Private Counsel LP.

…he world, these leading solutions combine investment expertise with wealth planning strategies. For high net worth clients with more complex wealth planning needs, you’ll benefit from the exclusive Private Client option through the United Financial division of CI Private Counsel LP.

…unsellor with Assante Private Client, a division of CI Private Counsel L.P. In this role I met with High Net Worth clients to understand their investment objectives, personal circumstances, and risk tolerances, which allowed me to construct suitable investment portfolios. I conducted regular client meetings to review portfolio p…

…he world, these leading solutions combine investment expertise with wealth planning strategies. For high net worth clients with more complex wealth planning needs, you’ll benefit from the exclusive Private Client option through the United Financial division of CI Private Counsel LP.

…ed United Financial brand of solutions managed by CI Investments Inc. (http://www.ci.com/home.jsp). High net worth clients with more complex wealth planning needs will benefit most from the exclusive Private Client option through the United Financial division of CI Private Counsel LP. Assante is an indirect, wholly-owned subsidi…

…he world, these leading solutions combine investment expertise with wealth planning strategies. For high net-worth clients with more complex wealth planning needs, you’ll benefit from the exclusive offering of Assante Private Client, a division of CI Private Counsel LP. Private Client Managed Portfolios are made available throug…

…, combined with a passion for helping others succeed, makes him a valuable partner for foundations, high-net-worth individuals and families seeking to secure their financial well-being.

…he world, these leading solutions combine investment expertise with wealth planning strategies. For high net worth clients with more complex wealth planning needs, you'll benefit from the exclusive Private Client option through the United Financial division of CI Private Counsel LP.

…the right wealth planning choices for themselves and their families. Working with a small number of affluent client families we provide a high quality wealth management experience to preserve wealth and mitigate tax. As our clients’ key wealth advisors we help in all aspects of their lives whether it’s planning for retirement, t…

…t unhappy with the advice from his or her financial advisor—it’s not uncommon. We believe that many high-net-worth families would value a second opinion on their finances. To help the people you care about achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer your friends,…