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CI Assante Wealth Management

@assantequebec.com

Les conseillers de Gestion de patrimoine Assante CI simplifient le processus de planification financière en vous proposant des stratégies pour faire croître votre patrimoine et atteindre vos objectifs financiers.

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Assante Wealth Management is a leading provider of financial planning and advisory services. Our experienced advisors simplify the process of wealth planning, offering strategies to help you grow your assets and achieve your financial goals. With over 26 years of experience and access to professional resources such as analysts and lawyers, our advisors play an essential role in helping you stay focused on achieving your goals with confidence.


We manage over $56 billion in Canadian wealth and have a team of more than 590 experienced wealth management advisors since our establishment in 1995. Our services include personalized wealth management strategies and investment options tailored to your goals and needs. We also offer risk management and insurance solutions to protect your financial security, tax planning to minimize your tax burden, retirement planning to ensure a financially secure future, and estate planning to ensure a smooth transition of your wealth.


By integrating your philanthropic goals into our wealth planning process, we help you create a lasting legacy. At Assante, your success is personal, and we are dedicated to helping Canadian families create wealth and prosperity. Connect with one of our advisors near you to start your financial journey today

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