Our association with Assante Financial Management Ltd., a registered mutual fund dealer, provides us access to the Wealth Planning Group of Assante Private Client, a division of Cl Private Counsel LP, including accountants and lawyers who have specialized knowledge and extensive experience in tax, estate, succession and financial planning for individuals, families and corporations in Canada.
Most important to us are the relationships built with each individual client.
You will be an active participant in the development of a financial plan that fits your needs and satisfies your aspirations.
Specific investment recommendations are completed through Assante Financial Management Ltd., a registered mutual fund dealer. Assante is an indirect, wholly-owned subsidiary of CI Financial Corp. (“CI”). The principal business of CI is the management, marketing, distribution and administration of mutual funds, segregated funds and other fee-earning investment products for Canadian investors through its wholly-owned subsidiary CI Investments Inc. If you invest in CI products, CI will, through its ownership of subsidiaries, earn ongoing asset management fees in accordance with applicable prospectus or other offering documents. Assante Private Client is a division of CI Private Counsel LP.