Solid, unbiased. Best-in-class advice from best-in-class advisors.
Delivering integrated wealth management solutions to create wealth and prosperity for Canadians
Assante Wealth Management has a long history of providing complete wealth management solutions to meet the needs and goals of Canadian families and businesses.
The Plan First Team of Assante Financial Management Ltd. is proud to offer two products used exclusively by Assante: Evolution and Assante Private Client.
Like the Rubik’s Cube, your financial matters can’t be solved one piece at a time. It requires synchronizing all of the elements of your wealth – investments, tax, retirement savings, estate and insurance. Through a complete approach to managing your wealth, your advisors at The Plan First Team of Assante Financial Management Ltd. can help you to solve the puzzle.
OUR CLIENTS ARE THE CENTRE OF OUR BUSINESS
As an Assante client, you have exclusive access to our customized solutions managed by CI Investments Inc. With active management from portfolio managers around the world, these leading solutions combine investment expertise with wealth planning strategies.