LinkedIn Profile

Access Assante Wealth Management historical Linkedin company profile data on number of followers, employee headcount and more
Ticker Symbol Entity Name As Of Date Company Name Followers Employees on Linkedin Link Industry Date Added Date Updated Description Website Specialities Logo HQ.Street HQ.City HQ.State HQ.Country HQ.Postal GICS Sector GICS Industry
private:assantewealthmanagement 14810 May 22nd, 2019 12:00AM Assante Wealth Management 5.8K 984.00 Open Financial Services May 22nd, 2019 10:28AM May 22nd, 2019 10:28AM Assante Wealth Management is one of the largest Canadian professional services firms in wealth management, supporting 830 professional advisors who oversee over $41 billion of Canadian's family wealth. Assante is a subsidiary of CI Financial, a leading national investment company with approximately $166 billion in total assets as of December 31, 2018. 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. Open Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Investments, Tax Planning, Insurance, Succession Planning, Legacy Planning Open 199 Bay St Toronto Ontario CA Financial Services
private:assantewealthmanagement 14810 Nov 7th, 2017 12:00AM Assante Wealth Management 4.3K 877.00 Open Financial Services Nov 7th, 2017 04:54PM Nov 7th, 2017 04:54PM 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 $160 billion in total assets as of March 31, 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. Financial Services
private:assantewealthmanagement 14810 Nov 1st, 2017 12:00AM Assante Wealth Management 4.3K 872.00 Open Financial Services Nov 1st, 2017 04:36AM Nov 1st, 2017 04:36AM 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 $160 billion in total assets as of March 31, 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. Financial Services

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