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Assante Financial Management Ltd.

Name: Assante Financial Management Ltd.
Address: Montreal, CA
Telephone: +15147387538
Rating: 2.25

4 reviews

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+15147387538

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5050 Rue de Sorel #105, Montréal, QC H4P 1G5, Canada Get Directions

wealth management companies Best Wealth Management Companies in Canada Best Wealth Management Companies in Quebec

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ABOUT Services Excellence Summary

CI Assante Wealth Management, one of Canada's leading wealth management firms, assists 900 advisors and oversees more than $46 billion in wealth for Canadian families and corporations. Assante is a subsidiary of CI Financial Corp., a global asset management company. Choosing a financial partner is the most important decision you'll ever make. CI Assante Wealth Management is a top choice for Canadians. Your objectives and heritage are our priority. Our goal is to give you with comprehensive wealth plan advice that will help you reach your goals and leave a legacy. Our holistic strategy addresses all issues of your financial situation, allowing us to solve the issue of developing wealth and protecting it all at once. Your financial situation is secure with an Assante advisor handling your money, whether you're a business owner or saving for retirement.

Liz left a 2 star review

★★☆☆☆

On TrustAnalytica

Mar 06

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accommodating (1)

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unprofessional (2)

not worth (2)

Assante Financial Management Ltd. Reviews: 4. Average Rating: 2.3

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Liz

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Fix negative reputation Fix negative reputation

My experience with Assante started off well. The service from the financial advisor was good. Unfortunately , the results were not there, and the management fees were exaggerated given the performance and that is not counting the MERs. CI has purchased Assante and you now will be placed in proprietary funds which are very difficult to get out of. I began the transfers for all of my funds in January 2023 and there are still not complete as of today. Once you have decided to leave them, the service is almost non existent. I would avoid Assante. I believe they are in a conflict of interest position with CI buying them out. They do not consider other mutual funds which are more lucrative.