Safeguarding your financial future
At CI Assante Wealth Management, ensuring the security of assets entrusted to us by clients is a key priority. It goes hand in hand with our mission – to help create wealth and prosperity for Canadian families.
In partnership with our professional advisors, who are among the most highly respected and accredited in the country, we are pleased to outline here four key safeguards that are in place to protect your assets: our strong corporate backing, the security safekeeping measures we follow, our adherence to strict industry standards and industry-wide investor protection.
Sincerely,
Sean Etherington
President
CI Assante Wealth Management
Services
Assante is required by regulators to maintain an adequate surplus of capital to cover all of our business risks. Furthermore, we keep strict, accurate records, and practice ethical securities handling procedures.
Our Process
Our strategies are equally proactive and defensive. Every step of our process considers the best ways to help you reach your goals, values and dreams. Through every stage we monitor, review and adjust our methods, allowing you to thrive presently before eventually retiring comfortably.
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Financial Planning
The Assante Advantage has guided Canadians to wealth and fulfillment since 1995. Our branch is part of CI Assante Wealth Management, one of the largest wealth management firms in Canada, supporting 900+ professional advisors who oversee over $53 billion of wealth for Canadian families and business owners. We live up to strict financial regulations to provide you with the highest quality of guidance in a down-to-earth environment.
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Retirement
Our advisors help you thrive today and build comfort for tomorrow. We work with you to build a retirement plan that is sustainable over the long term, and adapts as your life, the market and laws progress. You deserve to be
comfortable always–and we help you preserve your hard-earned wealth by growing and maintaining your current lifestyle.
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Estate Planning
The roof over your head should provide comfort for years to follow. Count on us to help you minimize taxes and maximize legacy opportunities before you eventually transfer your assets to the next generation.
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Let’s Discuss Your Wealth, Passions & Purpose
Planning for financial success involves more than looking at numbers. Your dreams, family and legacy are all critical factors within our unique approach to holistic financial planning.
We can guide you at every step of the way. Please consult us on how we may help you navigate through all of the challenges and adversities of wealth planning, investing and life’s journey.
”I have been a client of Tony Katarynych since the mid-1980s when I was approaching 40 years of age. Tony had been advising my parents for a number of years and had made good investment decisions for them. Although I had an MBA and was well versed in fiscal management theory, I did not care to look after my own money so I asked Tony to look after it for me. For the past 20 years Tony has been my ideal analyst/advisor. He and his staff do all the work. Occasionally I have to sign a form or state a preference... but that’s all. The fact that he operates out of Orillia and I live in Toronto has had no negative impact thanks to phone, fax, and email technologies. I trust Tony’s judgment implicitly. He demonstrates an advanced knowledge of the investment market that I could never hope to acquire... even should I want to. Thanks to Tony, I feel confident that I will be able to retire with the funds necessary to enjoy my golden years.
— Valerie E.Software Consultant
Learn how we can align your wealth, values & dreams
We are a holistic financial advisory firm with a deeply rooted, evidence-based approach to wealth planning and investing.
