Investment Planning Advice

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 fund and wrap programs.

Assante - an exclusive suite of managed portfolios

As an Assante client, you have exclusive access to the Assante Private Client portfolios managed by CI Investments Inc. With active management from portfolio managers around the world, these leading solutions combine investment expertise with wealth planning strategies.

For high net-worth clients with more complex wealth planning needs, you’ll benefit from the exclusive offering of Assante Private Client, a division of CI Private Counsel LP.


Private Client Managed Portfolios are made available through Assante Private Client, a division of CI Private Counsel LP (“Assante Private Client”). The pools used in the Private Client Managed Portfolios are managed by CI Investments Inc., an affiliate of CI Private Counsel LP. Commissions, trailing commissions, management fees and expenses may all be associated with investments in Private Client Managed Portfolios and the use of other services. The pools used in the Private Client Managed Portfolios are not guaranteed, their values change frequently and past performance may not be repeated. Please consult your advisor before investing.  Assante Private Client and the Assante Private Client design are registered trademarks of CI Investments Inc.