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Insights

  • CI Financial applies for NYSE listing as U.S. wealth strategy gains momentum

    Published: Nov 9, 2020
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  • What should you do with cash saved during the pandemic? Experts weigh in

    Published: Oct 8, 2020
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  • Savers stashed $127-billion in 2020 – it may just rescue the economy

    Published: Oct 8, 2020
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  • ASSANTE PRIVATE CLIENT

    Published: Apr 7, 2020
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  • Here’s Why COVID-19 Is Your Retirement Fire Drill

    Published: Apr 1, 2020
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  • Wealth Matters – March 25 Playback

    Published: Apr 1, 2020
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  • COVID-19 Economic Response Plan

    Published: Mar 25, 2020
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  • Wealth Matters Weekly Market Update

    Published: Mar 20, 2020
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  • Wealth Matters Webcast

    Published: Mar 18, 2020
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  • Canada Jobs Market Holds Steady Ahead of Virus Spread

    Published: Mar 6, 2020
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Recent Posts

  • CI Financial applies for NYSE listing as U.S. wealth strategy gains momentum

    Published: Nov 9, 2020
    Read more
  • What should you do with cash saved during the pandemic? Experts weigh in

    Published: Oct 8, 2020
    Read more
Assante Wealth Management
1687 Bedford Highway, Suite 1
Bedford , Nova Scotia
B4A 1G1
Tel: 902-832-6677
Fax: 902-832-6210

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© 2021 Assante Wealth Management. All rights reserved.

This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please make sure to see a professional advisor for individual financial advice based on your personal circumstances.

Commissions, trailing commissions, management fees and expenses, may all be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the Fund Facts and consult your Assante Advisor before investing.

Assante is an indirect, wholly-owned subsidiary of CI Financial Corp. (“CI”). The principal business of CI is the management, marketing, distribution and administration of mutual funds, segregated funds and other fee-earning investment products for Canadian investors through its wholly-owned subsidiary CI Investments Inc. If you invest in CI products, CI will, through its ownership of subsidiaries, earn ongoing asset management fees in accordance with applicable prospectus or other offering documents.

Any personal information provided while using our website will not be distributed, sold, or traded – it will remain strictly confidential. However, note that the release of your personal information may be required in order to comply with law enforcement. For more information on Assante’s commitment to privacy and responsible use of information, please visit https://www.assante.com/privacy-policy.

Insurance products and services are provided through Assante Estate and Insurance Services Inc.

Evolution Private Managed Account services are managed by CI Investments Inc. (“CI”). Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments in Evolution Private Managed Accounts and the use of Asset Management Service. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus and consult your Assante Advisor before investing. Assante is an indirect, wholly-owned subsidiary of CI Financial Corp. (“CI”). The principal business of CI is the management, marketing, distribution and administration of mutual funds, segregated funds and other fee-earning investment products for Canadian investors through its wholly-owned subsidiary CI Investments Inc. If you invest in CI products, CI will, through its ownership of subsidiaries, earn ongoing asset management fees in accordance with applicable prospectus or other offering documents. Evolution is a registered trademark of CI Investments Inc.