We strive for the highest level of transparency, due diligence, and fiduciary responsibility by putting your needs first at all times.
Being a planning-forward firm rather than only driven by investments means we take the time to assess your needs before we make any investment decision.
CI Financial provides strong financial backing to Assante, however there is no pressure to use their finanical products. We are not tied to any product and also not incentivized to use any particular type of solution. In fact, we have access to a wide array of investment products that we can help you select that would best fit your needs.
We are able to use a fee-based system, meaning we are able to provide truly objective advice