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Finding the Right Path

The mysterious stone figures known as Inukshuk touch a chord with us. They formed a communications system used by the Inuit to help them survive in a harsh land. In a vast, largely uninhabited landscape, they were a welcome human touch, signifying that “Someone has been here before” or “You are on the right path.”

Our technology-dominated world characterized by blindingly fast developments can also feel vast and unfriendly to humans. Accelerating change and complexity in the financial sphere—with its interconnected global markets, labyrinthine tax codes, and opaque financial instruments—can leave us feeling bewildered and uncertain of what to do to prepare for our futures.

We’re here to provide that human touch and to help you find the right path to reach your unique goals and aspirations. We have your back, keeping on top of the changes, revising the route when circumstances change, and making sure you stay on track to reach your destination.

We view our relationship with you and your family as a sacred trust, and we work very hard never to let you down, even in small ways.

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Advisory services provided by CI Assante Wealth Management (“Assante”) are offered through Assante Capital Management Ltd., a registered investment dealer, and Assante Financial Management Ltd., a registered mutual fund dealer. 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.

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Assante Financial Management Ltd. is a member of the Mutual und Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).

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