• 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. We will then help you implement it, consistently and carefully, choosing from a broad range of best-in-class products and services. These services could include Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap programs.

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