Our Services

Our Services

Wealth Management Solutions

Assante is dedicated to meeting your complete financial and life management needs - whether investment, insurance, estate, banking or tax-related. Assante provides access to a broad range of highly skilled professionals, services and solutions through one point of contact ... your trusted Assante advisor.

As an Assante team, we put all the pieces together for you. We will get a complete understanding of your financial situation, your goals and aspirations, and then provide comprehensive, integrated solutions tailored to your specific needs.

Objective advice and choice are essential to client satisfaction and success. We can bring you a wide range of options, supported by an extensive network of expertise, so that you can meet all of your needs in one place.

Meeting your complete financial and life management needs

Assante carries one of the biggest selections of mutual fund and third-party solutions in Canada. We can provide a wide variety of competitive investment-related services offered through our partnerships with major financial institutions.

We also have strategic alliances with major insurance companies across the country through Assante Estate and Insurance Services Inc., offering the best choice of insurance products and services to meet your personal and business wealth management needs.

Depending on your needs and goals, there are a number of managed solutions that can be customized. For instance, we have exclusive access to the customized United Financial Solutions, managed by CI investments Inc.