Assante West Pender

At Assante West Pender, our 25 professional advisors draw on their collective knowledge and experience to help clients with all of their wealth planning needs.  This includes retirement planning, investment solutions, tax and estate planning, and insurance strategies.  We believe every client is unique and benefits from a tailored wealth plan specific to their situation.

We are supported nationally by the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP., a team of professionals including lawyers, tax accountants, and financial analysts.  Together we help ensure you make the right decision about your wealth and build the future you desire. Our guidance is based on our core values of integrity, passion and professionalism, and we partner with you to understand your specific needs in order to simplify and enhance your financial well-being.

Assante West Pender is one of the largest branches across the Assante network  and is backed by the corporate strength of Assante Wealth Management and its parent company CI Financial Corp.

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.