Member: Joan Cosby
Title: Financial Planning Advisor
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:
- Tax-Free Savings Accounts: a new way to save
- Investment solutions: mutual funds, stocks & bonds including price and performance information
- Wealth Planning: a broad range of wealth planning resources to deliver customized solutions for your unique needs
- Insurance solutions: tax shelters, income protection, insured annuities, GICs and more
- Cash Management: lines of credit, RRSP loans, bank accounts and more
- Mortgage Referral: our mortgage referral arrangement through Invis
- Discount brokerage: self-managed brokerage through Qtrade Investor, Canada's Leading Independent Online Brokerage
- The Path to Wellness: health care concierge program