Resources

CI 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.

Helpful Websites

Canadian Financial News

Investment Account Information

Resources for Ages 55+

CorePlan Financial Inc. Burnaby Office

CorePlan Financial Inc. Fort St. John Office

CI Assante Wealth Management Ltd.

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