Contact Us
Sign In

Wealth Management Services

Your Wealth is More than Assets;
It’s Your Family, Values, and Vision

Celebrate what your wealth has done and will continue to do for you, your family, and the legacy you plan to transition to the next generation. Beacon Family Office at Assante Financial Management Ltd. is here to help you preserve, protect, grow, and transition your wealth with a proven approach. Navigate your family dynamics while bridging the gap between where you are today and the future you plan to achieve.

Discover the services we’ve crafted to take your net worth, your reputation, and your family into the future.

Family Estate Planning

Your How:
Integrated Wealth Management

Wealth preservation, protection, growth, and transition require a holistic approach that connects the right experts at the right time, by a dedicated individual to guide the vision. This is integrated wealth management that ultra-high-net-worth families thrive on.



Read More

Your Philosophy:
Complete Family Wealth

Wealth is beyond your assets. It’s your family. Our philosophy of complete family wealth allows for a comprehensive approach to integrating your vision, strengths, and assets into a systematic process customized to navigating your family’s unique dynamics.


Read More

Your Transition:
Generational Wealth



Wealth management engages the whole family to de-risk, create, manage, and successfully transition your family’s capital across generations. Equip your inheritors with the knowledge, plan, and commitment to preserving, protecting, and growing the family identity and values you’re proud of. 

Read More

Your Why:
The Family Office


Remove the mystery and complications in building a sustainable approach to your family office. From enhancing family governance structures to coordinating capital and furthering your philanthropic endeavours, access niche expertise to proactively meet your family’s long-term objectives.

Read More

Ready for a conversation?

BOOK A CALL TODAY

Beacon Family Office at
Assante Financial Management Ltd.

Suite 519, 10333 Southport Road S.W.,
Calgary, AB T2W 3X6

DISCLAIMER

Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc.
Assante Financial Management Ltd. is a member of the Canadian Investment Regulatory Organization.
Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.
OUR SOCIAL PLATFORMS
Facebook-f Linkedin-in Youtube
TUNE IN TO OUR LEGACY BUILDERS PODCAST

APPLE PODCASTS

YOUTUBE MUSIC

SPOTIFY

SUITE 519, 10333 SOUTHPORT ROAD S.W. CALGARY, AB T2W 3X6
Phone: (403) 232-8378
DISCLAIMER
Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc.
Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec)
Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.
OUR SOCIAL PLATFORMS
Facebook-f Linkedin-in Auxicon-youtube
© 2024 CI Assante Wealth Management  |  Privacy Notice   |   Legal and Disclaimer

© 2024 CI Assante Wealth Management

Legal and Disclaimer

Privacy Notice

Shopping Basket