Private Client Managed Portfolios

The Private Client Managed Portfolios provide high net worth individuals, families and businesses with a wealth management program designed for their diverse and complex financial planning needs. This solution offers attentive client service through Investment Counsellors and comprehensive wealth plans prepared by a team of legal, accounting and financial professionals.

You will receive:

  • A tailored wealth plan
  • Direct access to the investment management and wealth planning professionals of Assante Private Client, a division of CI Private Counsel LP.
  • Innovative tax optimization strategies, including tax-efficient Corporate Class mandates for non-registered accounts
  • Advanced portfolio management
  • Risk management
  • Assets are segregated with a separate custodian for added protection
  • Integration of business interests
  • Customized reporting
  • Exclusive Private Client quarterly publication

 

For more information about the Private Client program, please speak with your Assante advisor.