Assante advisors in Alberta with published wealth management information

…ensive financial strategies tailored to their personal dreams and goals, and by offering integrated financial planning, wealth management, investments, tax and estate services, insurance, and retirement planning. You will be treated as we would want to be treated ourselves and we will earn and maintain your trust by doing what we say we will for you. My approach works best with clients who have greater than $1,200,000 in inves…

A Complete Approach to Wealth Management At Assante, 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. Throug…

Clint has been in the financial industry for over 8 years, and for the last five of those, as a successful planner and advisor with Assante Financial Management. He works with families and businesses to navigate the world of investment, retirement, and estate planning. From the initial plans of a growing family to the complex needs of a business succession plan, Clint and his team help his clients make, and execute, well infor…

In our roles as your trusted advisors, we consolidate all the elements to present you with the big picture – an overarching perspective that integrates every aspect of your situation. Together, we will assess and evaluate your current financial affairs to formulate a plan that addresses your complete financial well-being, spanning investments and insurance, tax planning, estate planning, personal and family wealth, and busines…

…efine and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. While Wealth Management is a broad term that can often encompass a range of disciplines, our clients come to us seeking: Unbiased advice Personalized wealth planning Protection of loved ones Guidance through life events Tools to create good inheritors Philanthropy and legacy planning Pension style investing Tax sav…

…re to provide more services to his clients, John became an financial advisor. In 2006 he became affiliated with Assante Wealth Management where he is able to provide a wide range of investment solutions to his clients through the investment dealer Assante Capital Management Ltd. John is also licensed to provide insurance solutions for his clients through Assante Estate and Insurance Services and he continues to learn and grow…

…ings to review portfolio performance, as well as discuss market and economic conditions. I also worked closely with the Wealth Planning Group and clients’ other professional advisors to assist in implementing planning recommendations. Assante is owned by CI Financial Corp., which is one of Canada’s largest wealth management firms and has approximately $160 billion in total assets as at March 31, 2018. I am effectively supporte…

…protection is provided by our comprehensive governance processes and the substantial financial resources of CI Assante Wealth Management’s parent company, CI Financial Corp. Assante’s legal and compliance personnel keep senior management, as well as CI Financial’s board of directors, aware of legal, regulatory and compliance matters on a continuous basis. In addition, CI Financial’s Internal Audit Department plays an integral…

…devoted my career to helping business owners and individuals in achieving their financial goals and dreams. My holistic wealth management process involves building customized financial plans designed with the focus of achieving each client's unique objectives, ensuring integration of investment, tax, risk, retirement and estate complexities. I take pride in providing an exceptional client experience through sound guidance and…

Comprehensive Professional Analysis and Reports Portfolio Expectations Reviews Asset Class Diversification Strategies Ongoing Rebalancing of your overall portfolio Tax Optimization through all of your Assante accounts Customized Portfolio Development based on risk tolerance

At Assante, we help to simplify your life by managing all of your financial and wealth management needs in one place. As your trusted advisor, I act as your Personal CFO to pull all the pieces of your financial life together and provide you with an overall perspective, that integrates advice on all aspects of your financial well-being: from investments, insurance, to tax solutions and retirement planning, projections and incom…

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