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Review Keywords Analysis

  1. CA
  2. QC
  3. Montreal
SUMMARY   Services Excellence Summary

CI Assante Wealth Management, one of Canada's largest wealth management companies, supports 900 advisors and manages over $46 Billion in wealth for Canadian business owners and families. Assante is a division of CI Financial Corp. which is a global diversified investment firm. The most significant decision you will ever make is choosing a financial partner. CI Assante Wealth Management is a popular choice for Canadians. Our goal is to provide you with comprehensive wealth planning advice that will help you reach your goals and leave a legacy. To solve the problem of building wealth and protecting it, our comprehensive approach considers all aspects of your financial picture. You can be confident knowing your financial affairs are in the hands of an Assante advisor, whether you are a business owner or saving for retirement.

 

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Pros & Cons

PROS
accommodating (1)
Cons
unprofessional (1)
not worth (1)
Assante Financial Management Ltd. Reviews: 3. Average Rating: 2.7
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