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          • HOME
          • OUR TEAM
          • SERVICES
            • INVESTMENT PLANNING ADVICE
            • RETIREMENT COUNSELLING
            • CASH MANAGEMENT
            • TAX & ESTATE PLANNING
            • CHARITABLE GIVING
            • INSURANCE
          • MISSION
            • OUR MISSION
            • FINANCIAL LINKS
            • MARKET COMMENTARIES
          • RESOURCES
          • BLOG
          • TESTIMONIALS
          • CONTACT US
          • HOME
          • OUR TEAM
          • SERVICES
            • INVESTMENT PLANNING ADVICE
            • RETIREMENT COUNSELLING
            • CASH MANAGEMENT
            • TAX & ESTATE PLANNING
            • CHARITABLE GIVING
            • INSURANCE
          • MISSION
            • OUR MISSION
            • FINANCIAL LINKS
            • MARKET COMMENTARIES
          • RESOURCES
          • BLOG
          • TESTIMONIALS
          • CONTACT US
          • LOGIN TO YOUR ACCOUNT →
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          Kathie Montgomery
          Senior Investment Advisor
          kmontgomery@assante.com
          Phone: 514-832-5100


          Know Your Advisor: IIROC Advisor Report

          Investment products, services and recommendations are offered through and Assante Capital Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

          Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

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          Kathie Montgomery

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