Welcome to Assante Wealth Management Assante Wealth Management is one of the largest Canadian professional services firms in wealth management, supporting 750 professional advisors who oversee over $...
Welcome to Assante Wealth Management Assante Wealth Management is one of the largest Canadian professional services firms in wealth management, supporting 750 professional advisors who oversee over $39 billion in assets for 300,000 clients and their families nationwide. Assante is a subsidiary of CI Financial, a leading national investment company with approximately $162 billion in total assets as of September 30, 2017. Our advisors Finding the time to manage your finances is hard to do. Developing the expertise to understand the complexities of financial markets, taxation and retirement planning is even harder. That's why most people turn to an advisor – to simplify their lives and achieve their financial goals. At Assante we recognize your needs are unique. Your Assante advisor will work with you to create a comprehensive and integrated wealth plan offering you a personal strategy to simplify and enhance your well-being. This strategy can include: • Complete wealth management – investment, insurance, retirement, tax and estate planning. • Investment portfolios – recommended based on your unique goals, risk tolerance and timeline. • Access to in-depth expertise – lawyers, accountants and analysts from Assante Private Client, division of CI Private Counsel LP. Contact an Assante advisor today for more information. Assante advisory services are offered through Assante Financial Management Ltd. and Assante Capital Management Ltd.
Founded Year
1995
Organization Website
assante.com
Organization Languages
English, French
Organization Revenue
75000
Current Technologies
office 365
bootstrap framework
google maps
google analytics
google maps non paid users
kit digital
oracle iplanet web server
varnish
google font api
drupal
mobile friendly
Job Functions
Finance
Administrative
Business Development
Consulting
Marketing
Operations
Accounting
Support
Human Resources
Sales
Information Technology
Media And Commmunication
Legal
finance
Rick Kennedy's Work History and Education
Assante Wealth Management
Honorary Colonel
2015 - Present
THE ARGYLL AND SUTHERLAND HIGHLANDERS SHOP LIMITED
Colleagues at
The Argyll And Sutherland Highlanders Shop Limited