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Wealth Planning

Wealth planning is an ongoing process. Your advisor will meet with you regularly to review various aspects of your wealth plan, to help implement recommendations and to suggest changes as your circumstances change. Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. Our objective is always to meet your long-term goals, while taking into account the short-term needs of you and your family. Above all, our goal is to simplify and enhance the lives of our clients.

EvolutionPrivate Managed Accounts

- Your needs are unique

- You need a disciplined approach

- You want access to the best

- You know it’s what you keep that counts

- You need a solution that evolves with you

It’s about you. Your long-term goals and how you want to achieve them are what matter the most.

Evolution Private Managed Accounts is managed by CI Investments and offered exclusively through the advisors of Assante Capital Management Ltd. and Assante Financial Management Ltd.

At Assante Wealth Management, our mission is to deliver integrated wealth management solutions for professional advisors and to support them in creating wealth and prosperity for Canadian families who entrust us with their affairs.

You can feel secure knowing that your financial needs are being looked after by an Assante Wealth Management advisor. Our core values of integrity, passion and professionalism drive our business, as we partner with you to understand your unique needs and simplify and enhance your financial well-being.

Investment Solutions

Mutual Funds

Our advisors can help you make the right choices from our selection of carefully screened and approved industry-leading mutual funds. Our broad product shelf includes funds from all the major investment fund companies across the country, including exclusive access to the United Financial brand of solutions available through our sister company CI Investments Inc. Learn more about United Financial solutions, including price and performance information, and how they combine investment expertise with wealth planning.

Stocks & Bonds

Our securities-licensed advisors with Assante Capital Management Ltd. can provide financially beneficial opportunities and superior trade execution.

Insurance/Risk Management

Life is unpredictable. Unforeseen events can sometimes wreak havoc on the best laid plans. Insurance products are excellent tools to help deal with uncertainties and protect your lifestyle and your family. It is important however to correctly match the right insurance products with our profile. This page contains valuable information to help determine which insurance products are best for you and your family. Do not hesitate to contact one of our advisors to find out more.

Cash Management Solutions

Strategy, discipline and long-range planning are all well and good, but you can’t put life on hold. What about the here and now? Your integrated wealth management plan needs to be flexible enough to accommodate the opportunities that present themselves today. By considering your cash and credit needs along with all the other components of your financial affairs, your Assante advisor in Quebec ensures that you and your family enjoy quality of life today while also working toward your financial goals for the future. Through our strategic partnerships with Manulife Bank, National Bank of Canada, and B2B Trust our advisors can offer clients a full range of products and services that are among the best in the marketplace.

Mortgage Referral INVIS Canada's Mortgage Experts

Mortgage Intelligence is one of the largest and most respected national mortgage brokerages in Canada, with Mortgage Consultants across the country, in every province, with representation in small and large cities; urban and rural areas. The company has a strong history of success:

  • Nearly $125 Billion in total mortgage originations, and growing!
  • Close to 600,000 clients (and growing!) have trusted us with their mortgage.

Annuities Would you like a higher lifetime income to enjoy retirement even more?

At one time, you could count on fixed-income investments for solid retirement income. But with today’s low interest rates, it’s a different story. The traditional instruments may not give you the income you would like.

Fortunately, there’s a way to maximize your income in a low interest rate environment if you fit this profile:

  • You are at least 60 years of age, retired, and in a medium or high tax bracket.
  • You depend on income from non-registered investments to supplement your retirement income.
  • You would take comfort in knowing that part of your portfolio provides a guaranteed fixed income, avoiding investment volatility and risk.
  • You don’t want to encroach on your capital, and especially don’t want to outlive your savings.
  • You’re of average health for your age and qualify for life insurance.
  • You are able to lock in a sizeable lump sum for life.

TFSAA new way to save

Tax-free savings accounts were introduced by the federal government in the 2008 budget as an incentive for Canadians to save and invest for their future. While other countries, such as the U.S. and the United Kingdom, already have similar savings accounts, it is the first of its kind in Canada. The government is calling the TFSA the single most important personal savings vehicle since the introduction of the Registered Retirement Savings Plan (RRSP) in 1957.

“We must ensure Canadians have the right incentives to save for the future.” Government of Canada, 2008 budget, February 2008

Source: CI Investments Inc.