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  1. CA
  2. ON
  3. Kitchener
Assante Capital Management Ltd.

Assante Capital Management Ltd.

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487 Riverbend Dr, Kitchener, ON N2K 3S3, Canada Get Directions
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ABOUT   Services Excellence Summary

In 1965, CI Financial was launched to meet the changing needs of Canadians. In this light, our vast product suite, including cutting-edge investments and broad wealth services, is built to meet every investor's needs. We commit our services to our customers in the following mission. CI Assante Wealth Management Advisors endeavor to make wealth planning simple through a life-goal-based approach. Our primary objective is to offer complete wealth planning advice to help you achieve your financial objectives and leave a legacy. Our strategy for the wealth creation and preservation problem is thorough and considers your complete financial profile. With an Assante advisor, you will be confident that your financial affairs are handled properly in every situation, whether you are preparing to retire or saving for your children.

 

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Assante Capital Management Ltd. Reviews: 3. Average Rating: 5.0
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