THE SUPPORT YOU DESERVE

 

At Assante, we not only offer the financial advising resources you need to address even the most complex needs of your clients, but also the value-added services that help you grow your business and build deeper client relationships. Each professional in our head office and field teams is committed to helping you succeed in achieving your business goals. They can support you with:

  • Business Building
  • Practice Management
  • Marketing
  • Compliance and Regulatory Support
  • Transition Planning
  • Conferences and Events
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While experiencing my clients' tragedy first-hand and looking for the best-suited financial solutions and approaches, I was able to tap into all of the resources available within the Assante's AT360 Program. I benefited extensively from their discovery questionnaires, presentations, talking points and visual aids. AT360 is an exceptionally enriching program because it is so real and focused. Without a doubt, this program can revolutionize the way your clients experience wealth management.

 

Gianni De Pastena

Financial Advisor in Laval, Quebec, joined Assante in 2012

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Technology

From Assante Discretion to financial planning tools to trading and more, we provide cutting-edge, intuitive technology that can provide the power you need to manage portfolios more effectively and the seamless, high end customer experience your clients deserve.

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Wealth planning

You have access to leading platforms, a team of Wealth Concierges, and strategic partnerships with accounting and legal professionals to help provide financial, retirement, estate and legacy planning to support your clients’ comprehensive wealth management needs. This highly experienced team of more than 80 professionals collaborates with you to create the comprehensive plan that reflects every piece of your clients’ financial lives today, while mapping out a longer-term plan for the future they envision tomorrow.

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CI Cross-border Referral Program

If you are a Canada-based advisor with clients who have assets in the U.S. or a U.S.-based advisor with clients who have assets in Canada, you now have the opportunity to provide more holistic wealth management to your clients through the CI Cross-border Referral Program. Creating a referral to a pre-qualified Private Wealth firm within the CI Family through this program could help you with:

  • Clients who have moved to or now work in the U.S. or Canada;
  • Athletes who live in one country, but work in the other; and
  • Clients with friends and family members living or working across the border

In fact, depending on the account designation, you may even be able to continue advising the client.

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Assante Discretion for Wealth Advisors

Designed and supported by the strongest financial engineering team in the industry, Assante Discretion for Wealth Advisors is powered by advanced analytics and risk management tools previously only available to the most advanced hedge funds, institutional investors and traders from Bay Street to Wall Street and around the world.

 

From modelling, portfolio management, and flowthrough order management to bulk trading, compliance tracking, and institutional grade reporting, Assante Discretion provides everything you need to translate your advice into client portfolios and provide an enhanced client experience.

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We provide the support advisors need to grow

Let us help you be well supported

 

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