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CI Assante Wealth Management Advisors simplify wealth planning by developing a plan that conforms to your goals and objectives. Your advisors are critical to keeping you on track to reach your goals. Our 26-year-old advisors possess significant experience. They offer professional resources such as lawyers and analysts to assist you in making informed financial decisions about wealth management. Our advisors examine your financial picture in its entirety, from retirement planning to estate planning. We aim to offer holistic wealth planning advice that can help you meet your goals and legacy. Our holistic strategy solves the problem of both building wealth and preserving it. You can trust Assante to handle your financial matters, whether you are planning for retirement or saving for your children.
 
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