top of page

Financial Planning

At Harmony Wealth of Assante Capital Management Ltd. we specialise in providing personalized financial planning and we believe all clients should have a financial plan. Achieving harmony in financial planning often involves creating a comprehensive financial plan that considers your current financial situation, future aspirations, risk tolerance and time horizon. Whether you are saving towards retirement, your children’s education or navigating major life transitions, we’re here to guide you and develop a plan to achieve financial success. We specialise in helping you identify the actionable items that you should prioritize today and take the time to explain how the small steps are part of the roadmap to a secure financial future. We believe that consistent financial planning creates balance is our client’s finances and this resonates to

all elements of their lives.

Image by Sigmund
CI Assante Wealth Management logo
Canadian Investment Regulatory Organization logo
Canadian Investor Protection Fund logo

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.; Insurance products and services

are provided through Assante Estate and Insurance Services Inc.

​

The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.

CI Assante Wealth Management and Harmony Wealth Style Name-Horizontal logo
CI Assante Wealth Management and Harmony Wealth Style Name-Vertical logo

Creating balance together.

© 2022 CI Assante Wealth ManagementDisclaimer | Privacy Policy | CI Assante Wealth Management

bottom of page