top of page

Wealth Management

At Harmony Wealth of Assante Capital Management Ltd., we are committed to helping our clients maximize their financial potential through strategic wealth management. Our experienced team takes a holistic approach, carefully considering your unique financial goals, risk tolerance, and time horizon to develop a customized investment strategy. Whether you're looking

to grow your wealth, generate income, or preserve capital, we offer a range of investment solutions tailored to meet your needs. From asset allocation and portfolio diversification to ongoing monitoring and rebalancing, we'll work tirelessly to optimize your investment returns while minimizing risk. Trust Harmony Wealth to provide expert guidance and personalized support on your journey toward financial prosperity.

$1,257,934.29 (1).png
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