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  • HOME
  • OUR APPROACH
  • RESOURCES
    • FINANCIAL PLANNING RESOURCES
    • BLOG
    • NEWSLETTERS
    • GIVING BACK
  • OUR TEAM
    • Ben Walch
    • Derrick Yee
    • Jeanette Boleantu
    • Keith McDonald
    • Leanne Meier
    • Maurice Walch
    • Roy Adam
  • CONTACT US
  • HOME
  • OUR APPROACH
  • RESOURCES
    • FINANCIAL PLANNING RESOURCES
    • BLOG
    • NEWSLETTERS
    • GIVING BACK
  • OUR TEAM
    • Ben Walch
    • Derrick Yee
    • Jeanette Boleantu
    • Keith McDonald
    • Leanne Meier
    • Maurice Walch
    • Roy Adam
  • CONTACT US
  • LOGIN TO YOUR ACCOUNT →
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Individual Pension Plan

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

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CI Assante Wealth Management Ltd. operates as CI Assante Wealth Management, a fully integrated investment firm offering investment, mutual fund, and exempt-market products and services.

Wealth Planning services may be provided by an accredited advisor of CI Assante Wealth Management or CI Assante Private Client (a division of CI Private Counsel LP) and in some cases, by a non-affiliated third party. Insurance products and services are offered through Assante Estate and Insurance Services Inc.

CI Assante Wealth Management Ltd. is a member of the Canadian Investment Regulatory Organization and Canadian Investor Protection Fund.

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