Investment Strategies

Be well invested.

Tailored portfolios designed to reflect your personalized goals.

Risk Management And Insurance

Be Protected

Achieve lifetime financial security

Estate Planning

You can’t take it with you. But you can decide where it will go. Be fondly remembered.

Customized plans to help you achieve your legacy wishes.

Tax Planning

It’s not so much what you make that counts. It’s what you keep. Be ready. Be prepared.

Strategies minimizing your tax burden

Our Commitment

Our plan is to build and preserve. We have the skills, the strategies and the support to serve the increasingly complex demands of successful clients. But it all starts with you. Only by understanding your needs and goals can we design a comprehensive strategy that will meet, or exceed, them.

Professional Wealth Management

We have a team of experienced investment professionals here to serve you.

Our Team

The Integrated Wealth plan

They say life is what happens while you’re busy making plans. But without a plan, you aren’t leading the life you want. You wouldn’t be where you are today if you didn’t know that. Through ongoing consultation, we begin to understand your goals, dreams and aspirations for yourself and your family.

Access to award winning money managers

We manage your portfolio using award winning institutional money managers known for their strategic focus, consistent discipline and long term track record of investing in Canada and around the world.

Small business planning

We develop and implement retirement and benefit plans that suit the needs of your business. We work with you to identify all the options that will give you control on how you leave the business, and ensure a smooth transition. We create a comprehensive integrated wealth management plan that encompasses every aspect of your financial affairs: Investment strategies; risk management and insurance; tax planning; estate preparation; cash and credit management.

Strong Corporate Backing

The first level of protection is provided by the substantial financial resources of Assante Wealth Management's parent company - CI Financial Corp. CI Financial is financially strong with total fee-earning assets of $166 billion as of December 31, 2018.

Security Safekeeping Measures

Assante adheres to strict regulatory standards to maintain adequate capital to cover business risks, keep comprehensive and accurate records and employ appropriate securities handling procedures.

Strict Industry Standards

The Investment Industry Regulatory Organization of Canada (IIROC) and the Mutual Fund Dealers Association of Canada (MFDA) enforce strict industry standards that we aim to exceed at our respective member organizations, Assante Capital Management Ltd. and Assante Financial Management Ltd.

Industry-Wide Protection

The Canadian Investor Protection Fund (CIPF) and Investor Protection Corporation (IPC) are the industry investor protection plans that protect client assets at Assante Capital Management Ltd. and Assante Financial Management Ltd., respectively.