The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Recent Posts

Will Higher Inflation Lead to Higher Returns?

Nov 15, 2021

What impact will higher inflation have on investment returns? Alfred Lam and Marchello Holditch break down the current economic factors to find out....

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Energy Gridlock: The Sign of Economic Slowdown?

Oct 27, 2021

Global energy issues have caught investors’ attention over the past month. Find out how we got here and whether the shortages are the sign of a broader economic slowdown....

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The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

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Investment services and strategies

At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Ranked #1 in investor satisfaction among full-service brokerage firms by J.D. Power, you can rest assured your plan will be built with best-in-class investments and continually monitored to keep you on track to achieve your goals. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

For J.D. Power 2021 award information, visit jdpower.com/awards.

 

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Office Address

1421 100th Street
North Battleford, Saskatchewan
S9A 0W1 Canada