Successful Business Owners

We have firsthand experience with the various challenges business owners are facing today.

Whether it's in regards to managing your cash flow, optimizing your taxes, recommending an employee benefits solution or helping your employees save for retirement, your business deserves professional advice.

Our objective is putting the pieces of your business puzzle together:

                       Puzzle corporation ENG                     

You will benefit from our team's expertise as well as our added value as part of the Assante network:

  • We have the freedom and flexibility to offer objective financial solutions.
  • We have access to a network of experts via the Wealth Planning Group.
  • We can refer you to a mortgage provider through third pary organizations.
Contact us if you want to know more about the benefits of starting a relationship with us.
Wealth planning services may be provided by the professionals of the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP. Assante Private Client is a division of CI Private Counsel LP, which is a wholly owned subsidiary of CI Financial Corp.