Why our Financial Advisory Group?
The complete picture of your financial success: investments, estate planning, tax strategies, and insurance.
Meet our clients.
We sat down with some of our clients and asked about their experience with us. Here’s what they had to say.
What you get when you work with us.
Advisors who work closely with you to create a personalized plan and help you stick with it.
Peace of mind knowing that your advisor is here for you – whether you’re experiencing life changes, altered financial goals, or market volatility.
Advisors who have no outside incentive, so they’ll always put your interests first.
An educational framework offering regular meetings, events, monthly newsletters, and weekly podcasts and videos to keep you well-informed.
Here's more.
Lower Fees
Which can translate into a fee savings of up to 40%
Transparency
No Product Ties
By choosing a fee-based approach, we can remain objective in our recommendations as we are not compensated by any mutual fund companies.
Tax Deductability
Fees in Non-Registered Accounts are tax deductible, helping to further reduce your investment costs
Fee Reduction
As the value of your portfolio increases, you fee rate is reduced.
Family Fee Rate
For families that work with us we offer a discounted family fee rate.
Investor Protection
We strive for the highest level of transparency, due diligence, and fiduciary responsibility by putting our clients’ needs first at all times.
CI Assante Wealth Management Ltd. is regulated by the Investment Industry Regulatory Organization of Canada (IIROC). IIROC sponsors the Canadian Investor Protection Fund (CIPF) that ensures financial protection for all of our clients in the unlikely event of investment dealer insolvency. CIPF will ensure the securities, cash and other property that are held in our clients’ accounts are returned to them in accordance with CIPF’s coverage policy.
Investment dealer insolvency doesn’t happen very often. In fact, since CIPF’s inception in 1969 there have been only 20 member insolvencies. CIPF has made payments of $36 million, net of recoveries, and no eligible customers have suffered a loss of property. Nevertheless, it is comforting to know that should a situation of insolvency arise, all of our clients will be protected.
Similar to other professional industries, fees from a financial planner should be defined – not hidden within an investment’s performance.
Contact our office to see how you can start working with a team who has been voluntarily disclosing fees, 10 years before the industry made it mandatory.
My Dashboard™
My Dashboard™’s flexible format allows you to look at current finances or forecast future needs. Keeping you on track and on plan.
When you meet with your advisor they will go through your DASHBOARD which works like a checklist that adds items that need your attention and checks them off when they have been reviewed.
How does My Dashboard™ work?
In every client interaction, your advisor reviews specific components of your financial plan at designated time intervals. This information is updated within My Dashboard™ and will be reviewed again at the next scheduled time.
Consultation
First, we get to know you, your financial situation and your needs by understanding your present and future personal financial goals.
Analysis
We will conduct a thorough analysis of your current financial situation using financial tools.
Solutions
We understand that each person and each business is unique. Your personalized financial strategy will identify and offer strategies to address challenges and opportunities.
Monitor & Review
We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your life as well as in the investment markets, tax law and economic realities.
Your Goal
What is your financial priority?
As your Financial Advisor, we get to know what matters to you most and help you reach your goals with confidence.
Financial Planning Advice from Canada's Top Financial Advisors
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