Our portfolios diversify by asset class, geographic region and currency to help limit the volatility of any one area of the market. We do not allow short-term fluctuations or current events influence our clients’ long-term investment plans.
Making changes in reaction to what the market has done or in anticipation of what we think the market is going to do is a recipe for disaster. An appropriately weighted, broadly diversified portfolio is the responsible way to capture the market returns.
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CI Assante Wealth Management Ltd. is a Member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Wealth planning services may be provided by an accredited CI Assante Advisor or through Cl Assante Private Client, a division of Cl Private Counsel LP, or a non-affiliated third party. Insurance products and services are provided through Assante Estate and Insurance Services Inc.
