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Complete Financial Advice for All Your Wealth Planning Needs

Financial Peace of Mind Starts at 101

At Assante, we have our own unique philosophy, defining principles and, comprehensive wealth management solutions.  And, we are justifiably proud of them.  We also know that financial planning is more than just numbers.  For us, it's the people and dreams behind the figures that matter the most.

 

We can help you gain peace of mind and achieve your dreams for the future, whether it's a worry-free retirement, sending children to university, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause.

 

Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, we can help you make the right decisions about your wealth, and help you build the future you desire.

Investment Planning

Financial Planning

Retirement Planning

Wealth Management

Estate Planning

If you are looking for a financial solution that will simplify and enhance your life, please contact us for a confidential consultation.

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Whether you work with an Assante advisor in North Bay, Sturgeon Falls, or New Liskeard, at CI Assante Wealth Management you will be accompanied by someone who understands the importance of your financial well-being. We help you go beyond the numbers and find the peace of mind you need as you work towards your goals:

worry-free retirement

sending your children to university

fulfilling a lifelong dream

leaving a legacy

About Us

When you choose a CI Assante Wealth Management advisor, you are joining a national success story.

 

Established in 1995, Assante has since become one of the largest wealth management firms in Canada, supporting over 900 advisors who oversee approximately $46 billion in assets for clients and their families nationwide.

 

In 2003, Assante was purchased by CI Financial Corp. – a diversified wealth management firm and the third-largest investment fund company in Canada – bringing additional financial strength and resources to the Assante organization. Since becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index.

101 McIntyre Street West

North Bay, Ontario

P1B 2Y5

(705) 476-5422

54 Queen Street

Sturgeon Falls, Ontario

P2B 2C8

(705) 580-3012

51 Armstrong Street N

New Liskeard, Ontario

P0J 1P0

(705) 647-6838

Blog & Knowledge Hub

We offer you a selection of blog articles on a variety of topics related to wealth management and financial planning plus a series of financial tools and calculators.

money management

Top Money Management Tips to Improve Your Finances 

If you are looking for better ways to save and spend money, this guide can help. Here are top money management tips to improve your finances. 

investment planning

What Is Investment Planning? 

Investment planning doesn't just grow your portfolio, it also plans for the future. Here's what you need to know about investment planning. 

retirement

Everything You Need To Know About Retirement Planning in Canada 

Retiring in Canada is an upcoming experience that is best when it happens as planned. Get your guide to retirement planning in Canada here. 

Little girl with her parents sitting on sofa and putting coin into piggy bank

Financial Planning

Financial planning isn't just about drafting a savings plan and crossing your fingers for success; it's a dynamic process of setting goals and charting a course for saving and investing to embark on a fulfilling financial journey. Comprehensive, long-term financial planning is the compass that helps you navigate through life's financial twists and turns, ensuring you're equipped to tackle challenges, realize your dreams, and enjoy peace of mind both now and in the future.

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Retirement Planning

Determining how much money you will need after retirement is one of the first steps in retirement planning. This includes calculating your living expenses, healthcare charges, debt repayment, and travel and entertainment costs. By developing a retirement plan that capitalizes on today's opportunities and is sustainable long-term, you can achieve your retirement goals and enjoy a financially secure retirement.

wealth management

Wealth Management

we recognize the challenges that come with managing your assets and wealth. We aim to alleviate this burden by offering a diverse range of services, ensuring that you can make informed financial decisions while keeping your dreams intact. Our dedicated advisors will assist you in developing a comprehensive wealth plan that enables you to pursue your goals without worrying about unnecessary financial drains.

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Estate Planning

With our extensive experience and network of professionals, including lawyers and accountants, we've guided numerous clients in safeguarding their assets and mitigating risks. Our tailored solutions are designed to ensure your loved ones are provided for in the years to come.

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Investment Planning

Investment planning refers to the process of determining financial goals and crafting an investment plan to achieve them. Our experienced team works closely with you to help you do that. We give you the structure you need to follow your plan and reap the rewards.

Get in Touch with Us

Please fill out the following form, and we’ll reach out to you as soon as we can.

Your personal information will not be distributed, sold, or traded – it will remain strictly confidential, it will only be used for the purpose for which it was provided, and will not be added to any e-marketing lists. Click "here" for more information on Assante’s commitment to privacy and responsible use of information.

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