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          • HOME
          • CLIENT RESOURCES
            • ABOUT CI ASSANTE WEALTH MANAGEMENT
            • FINANCIAL PLANNING RESOURCES
            • BLOG
            • NEWSLETTERS
            • GIVING BACK
          • MEET THE TEAM
            • Adam, Roy
            • Boleantu, Jeanette
            • McDonald, Keith
            • Meier, Leanne
            • Yee, Derrick
            • Walch, Maurice
          • OUR NEW LOCATION
          • CONTACT US
          • Our Products
          • HOME
          • CLIENT RESOURCES
            • ABOUT CI ASSANTE WEALTH MANAGEMENT
            • FINANCIAL PLANNING RESOURCES
            • BLOG
            • NEWSLETTERS
            • GIVING BACK
          • MEET THE TEAM
            • Adam, Roy
            • Boleantu, Jeanette
            • McDonald, Keith
            • Meier, Leanne
            • Yee, Derrick
            • Walch, Maurice
          • OUR NEW LOCATION
          • CONTACT US
          • Our Products
          • LOGIN TO YOUR ACCOUNT →
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          NEWSLETTERS (ARTICLES)

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          Phone: 403-263-7999
          Email: alexandriawealth@assante.com
          1410- 909 11th Ave SW Calgary, Alberta T2R 1L7

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          Investment products and services provided by CI Assante Wealth Management (“Assante”) are offered through Assante Capital Management Ltd., a dual registered investment dealer, and Assante Financial Management Ltd., a registered mutual fund dealer. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

          Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Assante Financial Management Ltd. is a Member of the Canadian Investor Protection Fund (excluding Quebec) and the Canadian Investment Regulatory Organization.

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