# CI Assante Wealth Management

- **Website:** <https://assanteservices.com>
- **Primary alias:** `assanteservices.com`

## Description

CI Assante Wealth Management is dedicated to simplifying the financial planning process by providing personalized strategies to help grow your wealth and achieve your financial goals. With over 26 years of experience, the brand offers access to professional resources such as analysts and lawyers to ensure informed financial decisions for comprehensive wealth management, from retirement to estate planning. CI Assante Wealth Management has over 590 experienced wealth management teams overseeing a total of $56 billion of Canadian wealth, providing guidance and expertise to help you stay focused on reaching your financial goals with confidence. The brand offers a range of services, including investment services and strategies, risk management, tax planning, estate planning, retirement planning, and charitable giving. CI Assante Wealth Management is supported by CI Financial, one of Canada's largest investment companies, committed to meeting the changing needs of investors with innovative and industry-leading investments and comprehensive wealth services.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [youtube](https://youtube.com/channel/UC-OXGU-HPxZQhG29zsKUIew)
- [twitter](https://twitter.com/BeWellAdvised)
- [linkedin](https://linkedin.com/company/assante-wealth-management)
- [facebook](https://facebook.com/BeWellAdvised)

## Logos & icons

- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id8OeQf2Eu/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1778330058573)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Biscay | #213469 | dark |
| White | #ffffff | light |

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id8OeQf2Eu/w/1128/h/191/id5MSWTXjT.jpeg?c=1bxid64Mup7aczewSAYMX&t=1778330058684)

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_Source: <https://brandfetch.com/assanteservices.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._