We offer personalized, tax-efficient investment strategies tailored to your goals. Whether you’re planning for retirement or building wealth, our advisors provide guidance, support, and a holistic financial approach.
Our business and succession planning services help owners align personal and business goals, minimize taxes, and create a smooth transition strategy – protecting your legacy and providing a foundation for long-term financial success for future generations.
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Assante Capital Management Ltd. is a dual-registered member of the Canadian Investment Regulatory Organization and member of the Canadian Investor Protection Fund.
Assante Financial Management Ltd. is a member of the Canadian Investment Regulatory Organization and the Canadian Investor Protection Fund (excluding Quebec). Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through Cl Assante Private Client, a division of Cl Private Counsel LP, or a non-affiliated third party.
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