Assante Capital Management Ltd, located in Toronto, Ontario, is dedicated to helping Canadian families create and secure wealth. Founded in 1995, Assante has over 590 experienced wealth management teams managing $69 billion in Canadian wealth. Assante advisors, armed with 30 years of expertise and access to professional resources, guide clients through comprehensive wealth management, from retirement to estate planning.
Assante simplifies the wealth planning process by tailoring personalized strategies to meet individual life goals. Their services encompass investment strategies, risk management, tax planning, estate planning, retirement planning, and charitable giving. By incorporating clients' philanthropic goals into the wealth planning process, Assante ensures that wealth and values leave a lasting impact.
Clients of Assante praise the team's dedication and expertise in financial advisory, ensuring a smooth transition into retirement. With a focus on responsible investing and industry-leading wealth services, Assante, under the financial strength of CI Financial, offers tailored financial solutions to support clients' unique needs throughout their life journeys.
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