Positive Reviews: Clients of Ferguson Financial Planning | CI Assante Wealth Management highly appreciate the guidance and support they receive in achieving their financial goals. The team is described as helpful, professional, and always available to answer questions and provide advice. Their personalized approach to wealth management, which includes evaluating all aspects of a client's financial picture and developing a comprehensive financial plan, sets them apart. Clients trust the firm's expertise in investments, insurance, tax planning, and estate planning. Many clients have recommended the Ferguson Financial Planning team to their friends and family. Unique Facts: 1. Ferguson Financial Planning | CI Assante Wealth Management offers complete solutions to help Canadians with their diverse financial needs. 2. The firm's wealth management approach is supported by Assante's wealth planning network, which includes investment analysts, attorneys, and estate planning specialists. Business Specialty: Ferguson Financial Planning | CI Assante Wealth Management specializes in providing a comprehensive, personalized approach to wealth management. They aim to bring together all the details of a client's financial situation to provide a holistic view that incorporates every aspect of their life. The firm evaluates various aspects, such as investments, insurance, tax planning, estate planning, and family wealth and business interests, to develop a tailored financial plan for each client.