Financial Peace of Mind Starts at 101
At Assante, we have our own unique philosophy, defining principles and, comprehensive wealth management solutions. And, we are justifiably proud of them. We also know that financial planning is more than just numbers. For us, it's the people and dreams behind the figures that matter the most.
We can help you gain peace of mind and achieve your dreams for the future, whether it's a worry-free retirement, sending children to university, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause.
Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, we can help you make the right decisions about your wealth, and help you build the future you desire.
Investment Planning
Financial Planning
Retirement Planning
Wealth Management
Estate Planning
If you are looking for a financial solution that will simplify and enhance your life, please contact us for a confidential consultation.
Whether you work with an Assante advisor in North Bay, Sturgeon Falls, or New Liskeard, at CI Assante Wealth Management you will be accompanied by someone who understands the importance of your financial well-being. We help you go beyond the numbers and find the peace of mind you need as you work towards your goals:
worry-free retirement
sending your children to university
fulfilling a lifelong dream
leaving a legacy
About Us
When you choose a CI Assante Wealth Management advisor, you are joining a national success story.
Established in 1995, Assante has since become one of the largest wealth management firms in Canada, supporting over 900 advisors who oversee approximately $46 billion in assets for clients and their families nationwide.
In 2003, Assante was purchased by CI Financial Corp. – a diversified wealth management firm and the third-largest investment fund company in Canada – bringing additional financial strength and resources to the Assante organization. Since becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index.
Blog & Knowledge Hub
We offer you a selection of blog articles on a variety of topics related to wealth management and financial planning plus a series of financial tools and calculators.
Financial Planning
Financial planning isn't just about drafting a savings plan and crossing your fingers for success; it's a dynamic process of setting goals and charting a course for saving and investing to embark on a fulfilling financial journey. Comprehensive, long-term financial planning is the compass that helps you navigate through life's financial twists and turns, ensuring you're equipped to tackle challenges, realize your dreams, and enjoy peace of mind both now and in the future.
Retirement Planning
Determining how much money you will need after retirement is one of the first steps in retirement planning. This includes calculating your living expenses, healthcare charges, debt repayment, and travel and entertainment costs. By developing a retirement plan that capitalizes on today's opportunities and is sustainable long-term, you can achieve your retirement goals and enjoy a financially secure retirement.
Wealth Management
we recognize the challenges that come with managing your assets and wealth. We aim to alleviate this burden by offering a diverse range of services, ensuring that you can make informed financial decisions while keeping your dreams intact. Our dedicated advisors will assist you in developing a comprehensive wealth plan that enables you to pursue your goals without worrying about unnecessary financial drains.
Get in Touch with Us
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Your personal information will not be distributed, sold, or traded – it will remain strictly confidential, it will only be used for the purpose for which it was provided, and will not be added to any e-marketing lists. Click "here" for more information on Assante’s commitment to privacy and responsible use of information.
