Building a future-focused financial life
Your financial goals are unique. Your financial advisor should be too.
Our suite of services
It’s a bold statement to say that we offer a full suite of services, but we back it up with a comprehensive offering. Among our key services are retirement planning, investment strategies and risk management.
Retirement planning
A strong retirement plan can address your current needs while also maintaining focus on the long term and adapting as circumstances evolve in your life and in the markets. Our advisors will help you achieve a good balance between preserving your hard-earned wealth and growing it enough to sustain your desired lifestyle through retirement.
Investment strategies
An Assante advisor will prepare a prudent investment strategy based on your objectives, risk tolerance and other factors. They carefully implement your strategy using a broad range of best-in-class products and services. Among our products is an exclusive suite of managed portfolios that an experienced portfolio management team will monitor, adjust and tailor to your unique needs and circumstances.
Risk management and insurance
With guidance from an Assante advisor, you can implement a personalized risk management and insurance program that strengthens and safeguards your family’s financial security. We work with Canada’s leading insurance providers to manage risks and maximize opportunities at every stage of your personal and professional life, so you can be prepared for whatever life may bring.
We partner with the best. So can you.
We know that choosing a financial advisor is a big decision. That’s why we partner with highly accomplished advisors who have a track record of success and a deep network of specialists in their respective fields.
Our advisors are backed by CI Assante Wealth Management, a leader in delivering complete wealth management solutions. We’ve also been consistently ranked by J.D. Power among the top Canadian full-service brokerage firms for investor satisfaction and trust.
In turn, our firm is a subsidiary of CI Financial Corp., a proudly independent company with expertise in global asset management, wealth management, private wealth, directing investing and other investment services.
