Private Client Investment Counsel

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.