About CI Assante Wealth Management
CI Assante Wealth Management was able to bring together the most advanced financial technology experts, qualified managers, risk managers, and specialists in a long-term investment environment. Therefore, their foundation works with both private and corporate clients.
The active development of technologies helps to calculate the necessary volumes of fundamental information within a few seconds when most people will need days, or even weeks, to do the same.
Assante address is registered on 15 York Street, Second Floor, Toronto, Ontario M5J 0A3.
Assante is one of the largest wealth management firms in Canada, supporting 900 professional advisors who oversee over $46 billion of wealth for Canadian families and business owners. Assante is a subsidiary of CI Financial Corp., a leading global diversified investment company with approximately $189 billion in total assets as of August 31, 2020.
Assante company offers for clients:
- Investment services and strategies
- Risk management and insurance
- Tax planning
- Estate planning
- Retirement planning
- Charitable giving
- CI Assante Private Client
- Assante Discretion
With 26 years of experience and access to professional resources such as analysts and lawyers, Assante advisors are prepared to make informed financial decisions about customer complete wealth management from retirement to estate planning.
Assante Tools & Calculators
Cash Flow — The client can use this calculator to track his household income and expenses.
TFSA vs RRSP — The client can see how his marginal tax rate affects the growth of your TFSA and RRSP.
Tax Calculator — The client can use this calculator to estimate the taxes he owe based on his taxable income.
Assante company advisors can help you make the right choices from our selection of carefully screened and approved industry-leading mutual funds. The broad product shelf includes funds from all major investment fund companies across the country, including access to company exclusive managed solutions available through Assante sister company CI Global Asset Management. The company can provide stock and bond recommendations as well as superior trade execution.
As it’s seen, the company Assante provides different services for their clients. On top of that, we would like to see alternative opinions from users that work with them. As a result, we hope to make it easier for other people to make the right choice. In other words, express your vision about CI Assante Wealth Management.