Purpose of the site
AssanteAdvisors.com is an independent information and discovery directory that helps visitors search published advisor information. It is not operated by CI Assante Wealth Management and is not an advisor, dealer, portfolio manager, insurer, accounting firm or law firm.
No ranking, recommendation or endorsement
Search results are evidence matches based on indexed public information. Placement does not mean an advisor is better, more suitable or endorsed. A paid Professional Listing does not purchase search ranking or suitability status.
Verify information independently
Visitors should confirm credentials, registration, services, areas of practice, fees, office location, availability and suitability directly with the advisor and, where appropriate, the relevant regulator or registration body.
Advisor listing submissions
Advisor-submitted changes may be reviewed before publication. Submitting information does not guarantee publication, wording, placement or timing. The site may decline, correct, remove or request verification of submitted information.
Professional Listing subscriptions
Professional Listing subscriptions are billed through Stripe at the price displayed at checkout. Subscriptions renew according to the billing terms shown by Stripe until cancelled. Payment supports listing maintenance and does not buy a ranking, endorsement or favourable editorial treatment.
Third-party websites and services
The directory may link to advisor websites, Stripe and other third-party services. AssanteAdvisors.com does not control those sites and is not responsible for their content, availability, privacy practices or transactions.
Acceptable use
You may use the site for lawful research and directory purposes. You may not attempt to disrupt the service, bypass security controls, submit fraudulent claims, impersonate an advisor, misuse private subscription links, or use automated access in a manner that harms the service.
Availability and accuracy
The site is provided on an "as available" basis. Public web information can change, and indexed information may be incomplete or outdated. No guarantee is made that the service will always be available or error-free.
Limitation
To the extent permitted by law, AssanteAdvisors.com is not responsible for decisions made based on directory content, search results, third-party information, or interactions between visitors and advisors.
Changes to these terms
These terms may be updated as the service changes. Continued use of the site after an update constitutes acceptance of the revised terms.
Contact
Questions may be sent to support@assanteadvisors.com.