Assante provides high-net-worth individuals, families and business owners with exclusive access to comprehensive wealth planning and custom-built portfolios through CI Assante Private Client. While working closely with the Davis Nerman Wealth Group, clients in this program are offered additional planning services and a robust suite of investment solutions specific to high net worth individuals. Wealth breads complexity and the CI Assante Private Client experience can help by offering:
Access to an Investment Councellor to provide discretionary management advice.
Access to additional lawyers and accountants in the wealth planning group with specialties in diverse areas of tax and estate planning.
Comprehensive tax packages (personal and corporate) to simplify tax time.
Access to an additional suite of alternative investments.
Davis Nerman Wealth Group