Summer 2022
CI Assante Wealth Management has released the Summer 2022 Well- Advised Newsletter
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At Assante Vancouver Centre, our advisors have been helping clients with their financial affairs for over 25 years. Relying on our extensive education and experience, we provide comprehensive financial planning for individuals and multi- generational families.
Everything we do is guided by one key principal: we put our clients first. We work hard to ensure we have the expertise, knowledge, and resources to help you deal with everything in your life that is impacted by your financial situation.
Advisors play a crucial role in keeping you focused on reaching your goals with confidence. With over 25 years of experience and access to professional resources such as analysts and lawyers, our advisors are prepared to make informed financial decisions about your complete wealth management from retirement to estate planning.
$56+ billion of Canadian wealth
590+ experienced wealth management advisors
1995 founding date
Your Assante advisor will work with you to develop a personalized wealth management strategy to meet all your financial milestones.
Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire.
There are tax implications to each and every element of your complete wealth plan, but we can deploy a whole arsenal of tactics to minimize your tax burden.
Develop a retirement plan that capitalizes on the opportunities of today and is sustainable over the long term.
With the help of your Assante advisor, you can implement a program that strengthens and safeguards your family’s financial security through a personalized plan.
You can’t take it with you, but you can decide where it will go and how smooth the transition will be.
By incorporating your philanthropic goals into our wealth planning process, we ensure your wealth and values can leave a lasting impact.
Our advisors, thought leaders and portfolio managers from across the Canadian investment landscape offer insights into the trends, events, and policies that are creating investment risks – and opportunities – around the world.
CI Assante Wealth Management has released the Summer 2022 Well- Advised Newsletter
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Assante Vancouver Centre is a branch that is comprised of Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”) financial advisors. ACM, a registered investment dealer, is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. AFM, a registered mutual fund dealer, is a member of the Mutual Fund Dealers Association of Canada (“MFDA”), and MFDA Investor Protection Corporation (excluding Quebec). 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.
