Investment Planning Advice

When it comes to investing, it is a disciplined approach that pays the greatest dividends.

We can help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we’ll implement it, consistently and carefully, choosing from a broad range of best-in-class products and services, which can include Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap programs.

CI Assante - an exclusive suite of managed portfolios

As a CI Assante client, you have exclusive access to the customized United Financial brand of solutions managed by CI Investments Inc. With active management from portfolio managers around the world, these leading solutions combine investment expertise with wealth planning strategies.


For high net worth clients with more complex wealth planning needs, you’ll benefit from the exclusive Private Client option through the United Financial division of CI Private Counsel LP.

Investing Now VS Later...

The chart shows the classic "cost of waiting" curve — both investors contribute the same monthly amount, but the early investor has a massive head start thanks to compounding.


Key takeaways with the defaults ($200/month, 7% return, retire at 65):


-The early investor (starting at 25) has 40 years of compounding working for them.
-The late investor (starting at 35) has 30 years — just 10 fewer, but the gap in final wealth is enormous.

-Notice how the curves diverge exponentially in the later years — that's compounding doing its heaviest lifting.


This emphasizes the importance of starting early and investing consistently.

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