Working with Assante Archives - Assante Vancouver Centre

Working with Assante

AWM 2023 Client Fee Schedule

Assante has updated their fee schedule effective as of January 1st, 2023. Please read below for more information:

Assante Client Fee Communication to Clients

The Assante dealership is updating their fee schedule and their approach to charging client fees. Please read the following document for more information:

January Portfolio Construction – On the Edge of Recession

Please read the following article published by Alfred Lam, CFA, Senior Vice-President, and Head of Multi-Assets at CI Global Asset Management, discussing the dominating topic of a the Recession for 2023.

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.