Assante Financial Management

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JoanCosby_PortraitMember: Joan Cosby
Title:  Financial Planning Advisor
Phone:  905-335-2291
Address:  100-5420 North Service Road, Burlington, ON  L7L 6C7

Founded in 1995, Assante Wealth Management has a long history of providing complete wealth management solutions to meet the needs and goals of Canadian families and businesses.

We are one of the country's largest wealth management firms with over 900 professional advisors located in communities throughout the country overseeing more than $26 billion of assets under administration.

Our advisors and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth planning resources available through our sister-company CI Investments Inc. and United Financial, a division of CI Private Counsel LP.

Be well-advised is our promise to you.

We offer clients a full choice of solutions and services to meet their financial and life management needs: