Assante advisors in Ontario with published high-net-worth families 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…

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…

…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.

…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.