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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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David Phipps, CFP®, CIM®

Senior Financial Advisor

Jordan Anger, CFP®

Associate Financial Advisor

Naomi Klassen, CFP®

Associate Financial Advisor

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