Our Services
Who we are
CI Assante Wealth Management Ltd. is dedicated to meeting your complete financial and life management needs - whether investment, insurance, estate, banking or tax-related. We provide access to a broad range of highly skilled professionals, services and solutions through one point of contact, thereby managing your wealth as a whole.
We commit to gaining a complete understanding of your financial situation, your goals and aspirations, and then provide comprehensive, integrated solutions tailored to your specific needs. All information provided is held in strictest confidence and evaluated to tailor a unique strategy thus affording our clients the retirement comfort they have worked so hard to achieve.
What we offer
We offer clients access to a wide-range of wealth management solutions, including an extensive range of third-party products and service providers. We work with our clients to understand their needs and goals, and will recommend the most appropriate solutions for their current situation and as their needs change over time. The result is a comprehensive financial strategy based on personalized, professional advice and solutions that focuses on what is most important to them.
Strategic partners
We are committed to helping clients reach their goals. We combine the knowledge of our strategic partners in multiple disciplines and have access to professionals to help manage and coordinate a client’s complete and evolving financial needs.
Assante has partnered with world-class investment managers who have extensive experience and knowledge in a specific area of the market. Each of these managers works to maximize and protect your portfolio using a proven investment approach.
Protecting your investment extends beyond your portfolio. We consider insurance integral to protecting the financial well-being of you and your family. That’s why we work with leading insurance providers to make sure you are well prepared for the future.
Our philosophy
" Generating Wealth for Generations”
We apply a creative and respectful approach to financial planning; never compromising our common trust and we treat your plan for financial security with intellect and respect.