Assante Inc, located in Markham, Ontario, is a wealth management firm dedicated to helping Canadian families create wealth and prosperity. With over 30 years of experience, Assante advisors provide personalized wealth management strategies to meet clients' financial milestones and life goals.
Assante advisors offer investment services and strategies, risk management and insurance, tax planning, estate planning, retirement planning, and assistance with charitable giving. They work with clients to ensure their financial security, minimize tax burdens, and plan for a sustainable retirement, all while incorporating philanthropic goals into the wealth planning process.
With a focus on personalized financial solutions tailored to individual circumstances, Assante advisors, backed by the financial strength of CI Financial, aim to support clients' unique needs for life. The firm, founded in 1965, offers a range of investments and comprehensive wealth services, operating with responsibility and integrity to meet the evolving needs of investors across Canada.
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