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, wrap programs, stocks, bonds, and insurance products.

As an Assante client, you have exclusive access to the customized Assante Private Client 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.

The tax effectiveness of your investments is addressed through tax optimization in your investment portfolio and the use of tax- advantaged investment structures.
For high net worth clients with more complex wealth planning needs, you’ll benefit from the exclusive Private Client option through Assante Private Client a division of CI Private Counsel LP.

Examples of More Complex Investment Strategies

Planning for a Disabled Beneficiary (RDSP)

Tax- Sheltered Investing Using Life Insurance

Executive Retirement Solutions

Guaranteed Investment Solutions

Insurance products and services are provided through Assante Estate and Insurance Services Inc.