Assante Wealth Management's history traces back to the early 1980s when professionals at two respected Canadian investment firms recognized that the financial industry was becoming too complex and impersonal. They decided to create a company that would provide a broader, more integrated suite of services delivered from a single source. As a wholly-owned subsidiary of CI Financial Corp., Assante's distinctive offering is backed by the resources of CI.
CI (TSX: CIX) is a diversified wealth management firm and a true success story. Since it began managing money in 1965, CI has grown into one of the top three firms in its industry, with approximately $109.6 billion in assets under management as at June 30, 2016.
We are proponents of living a life of health and fulfillment, and will work with you to establish annual goals. Medcan, which specializes in preventative health care for entrepreneurs and executives, is an example of our professional referral network. Our newsletter, “Family Wealth & Well-Being” highlights thought-provoking articles and stories for you to enjoy.
Your Time is Now: A personal manifesto, written by Mike Andrews, on living life to the fullest and making every day count. Mike’s core beliefs and insights into finding what you want out of life, making positive changes, and finding the commitment and discipline to make it happen!
If you’re interested in knowing more or obtaining a copy, please contact our office.
We believe it is important to balance the business of wealth management with the need for your personal well-being. We tailor our newsletter with this balance in mind in hopes that it educates and inspires you to recognize the need for maintaining both.