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 funds and wrap programs.
Assante - an exclusive suite of managed portfolios
As an Assante client, you have exclusive access to the customized United Financial 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.
For high net worth clients with more complex wealth planning needs, you’ll benefit from the exclusive Private Client option through the United Financial division of CI Private Counsel LP.