Our advisors offer comprehensive financial advice that you can trust. We work in your best interest, and your best interest alone.
Strategies to help increase your personal cash flow, keep key employees and protect your business.
Strategies to help increase your personal cash flow, keep key employees and protect your business.
Customized solutions based on you, plans for you to accumulate and protect your wealth.
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CorePlan Financial Inc.2026-05-01 18:12:052026-05-04 20:22:35What Is Life Insurance and How Does It Work?
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CorePlan Financial Inc.2026-03-02 19:22:452026-03-02 19:22:552026 Canada Money FactsCI Assante Wealth Management Ltd. operates as CI Assante Wealth Management, a dual-registered 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.
