Financial decisions impact every stage of life. Whether you're preparing for retirement, growing your wealth, protecting your family, or navigating a major life transition, personalized guidance can make all the difference.
If you're looking for clarity, confidence, and a strategy tailored to your goals, we'd welcome the opportunity to connect.
Complete the form below and we'll be in touch to schedule a conversation.
137 Kendall St, Sarnia, ON N7V 1A8, Canada
CI Assante Wealth Management Ltd. operates as CI Assante Wealth Management, a fully integrated investment firm offering investment, mutual fund, and exempt-market products and services.
Wealth Planning services may be provided by an accredited advisor of CI Assante Wealth Management or CI Assante Private Client, a division of CI Private Counsel LP, and in some cases, by a non-affiliated third party. Insurance products and services are offered through Assante Estate and Insurance Services Inc.
CI Assante Wealth Management Ltd. is a member of the Canadian Investment Regulatory Organization and Canadian Investor Protection Fund.
© CI Assante Wealth Management. All Rights Reserved.
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