CI ASSANTE WEALTH MANAGEMENT

CI Assante Wealth Management is one of the largest wealth management firms in Canada in the delivery of complete financial advice for affluent Canadian families, business owners and professionals. Advisors have "freedom to make objective product choices" and help make the right choices from our selection of carefully screened and approved industry-leading mutual funds, GIC, deposit accounts and ETFs. The broad product shelf includes investment solutions as a full service brokerage dealership. Securities-licensed advisors with Assante Capital Management Ltd. can provide stock and bond recommendations as well as superior trade execution. The advisors at Assante demonstrate powerful wealth management proficiency using a comprehensive approach that takes into consideration each piece of the financial puzzle to build and preserve wealth... CI Private Wealth: Integrates discretionary money management, tax-optimization strategies, estate planning and personalized advice. Private Client..

Also known as: CI Assante Private Client, CI Financial, CI Private Counsel LP

Primary location: Sw Calgary