Bringing a little something extra to wealth integration through a white-glove experience.
The future requires embracing change. We stay at the forefront of industry and technology changes to guide families forward.
Wealth has the power to support creating a sustainable and healthy community. Our clients believe this to be true with their legacy.
Nurturing growth and learning while being committed to investing in ongoing improvement is key to maintaining client excellence.
Open, transparent communication is a two-way street. This is the only way to build supportive and trusting relationships.
We will change how families define their legacy.
Our mission is to support enterprise families in growing prosperous and meaningful legacies through wealth integration, innovative family stewardship, and a values-first approach.
CI Assante Wealth Management is one of the largest wealth management firms in Canada. In 2003, Assante was purchased by CI Financial Corp. bringing additional financial strength and resources to the Assante organisation. CI Financial Corp. is a diversified wealth management firm and the third-largest investment fund company in Canada with approximately $340 billion in total assets. Since becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index. With 750+ advisors who oversee $54 billion in assets for 300,000 clients and their families nationwide, CI Assante Wealth Management provides complete wealth management solutions to meet the needs and goals of Canadian families and businesses.
Beacon Family Office at
Assante Financial Management Ltd.
Suite 519, 10333 Southport Road S.W.,
Calgary, AB T2W 3X6