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Assante a Finalist for Six 2020 Wealth Professional Awards

CI Assante Wealth Management has received seven nominations in six categories at the 2020 Wealth Professional Awards, which recognizes the platinum standard in Canadian wealth management. The awards ceremony will be held on September 30, 2020, the sixth year of saluting excellence in the wealth management industry.

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Charitable Giving Community Involvement Advisor Community

Serge Savard Invitational Golf Tournament brings in over $350,000 in support of student athletes

Helping their clients attain their life goals is the central philosophy behind the advisory team at Assante Quebec. Now they’ve found a way to help student athletes at the University of Sherbrooke achieve success with the Serge Savard Invitational Golf Tournament.

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Charitable Giving Advisor Community

CI Assante Private Client Partners with CAGP for 5th Year in a Row on Strategic Philanthropy

For the 5th year in a row, CI Assante Private Client is the Premier Sponsor of the Canadian Association of Gift Planners’ (CAGP) National Conference on Strategic Philanthropy.

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Community Involvement Financial Literacy Advisor Community

Basic Training for Financial Recruits

Colleges and universities teach many things, but financial savvy often isn’t one of them. To fill this void and provide valuable coaching to the children of his clients, Paul Lermitte, Senior Wealth Advisor at the Assante Vancouver Centre branch, created a financial freedom bootcamp. The sessions are designed to help registrants achieve financial independence and personal growth.

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Charitable Giving Advisor Community

Assante launches its new Charitable Giving Program

On Tuesday, June 12, 2018, CI Assante Wealth Management launched its Charitable Giving Program, which allows clients to incorporate philanthropic giving into their overall wealth plan. Whether they wish to support the arts, conserve natural resources, advance medical research or help the world’s underprivileged children, the program provides a simple, sophisticated and tax-efficient solution to help clients achieve their philanthropic goals in a way that is impactful and lasting.

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