Reviews 14
Filters:
Rating
Language
Sort:
Most recent
J
7 months ago

As a customer, the overall experience with the com...

As a customer, the overall experience with the company was satisfactory. The website provided a decent amount of information about their services and investment options, making it easy to navigate through the different offerings. However, I found the customer service to be a bit slow in responding to inquiries, which was a bit disappointing. Their financial planning tools were helpful, but I was expecting more interactive features to better visualize the potential outcomes of different investment strategies. Despite these shortcomings, the company's commitment to financial education and resources made the experience worthwhile. Overall, the company is worth considering for those seeking professional wealth management services. 📈🔍

J
8 months ago

👍 Assante Wealth Management is an excellent compan...

👍 Assante Wealth Management is an excellent company! I've been impressed with their expertise in managing my investments. The team is proactive and always keeps me updated on market trends. I feel confident in their ability to help me achieve my financial goals. Their personalized approach sets them apart from other firms.

R
11 months ago

I recently used a wealth management service and wa...

I recently used a wealth management service and was satisfied with the experience. The team provided me with valuable guidance for my financial goals and helped me navigate the investment landscape. I appreciate their expertise and responsiveness. I would recommend their services to others.

J
1 year ago

I recently used a wealth management service and wa...

I recently used a wealth management service and was very satisfied with the results. The team at Assante Wealth Management provided me with a personalized investment plan that aligned with my goals. They were professional, responsive, and knowledgeable. I would definitely recommend their services to others.

D
1 year ago

I've had a great experience with a wealth manageme...

I've had a great experience with a wealth management company recently. Their team was very professional and provided me with valuable guidance for my financial goals. They tailored their services to fit my needs and were always responsive to my queries. I highly recommend them to anyone in need of financial advice.

G
1 year ago

I recently used a wealth management service and wa...

I recently used a wealth management service and was quite satisfied with the assistance I received. The team provided me with a comprehensive evaluation of my financial situation and offered suitable investment options. I appreciate their expertise and guidance. I would definitely recommend their services.

S
1 year ago

I had a great experience with Assante Wealth Manag...

I had a great experience with Assante Wealth Management. Their team was knowledgeable and helped me with all my financial needs. I was impressed with their attention to detail and the personalized service they provided. I would highly recommend them to anyone looking for financial advice.

N
1 year ago

I recently used a wealth management firm and was v...

I recently used a wealth management firm and was very satisfied with their services. The team was professional and provided me with valuable advice. They helped me develop a customized investment plan that aligned with my goals. I would definitely recommend them to anyone in need of financial planning.

D
1 year ago

I had a great experience with a wealth management ...

I had a great experience with a wealth management firm recently. The team at Assante Wealth Management provided me with comprehensive financial advice and helped me create a solid investment plan. I appreciate their expertise and professionalism. I would highly recommend them to anyone in need of wealth management services.

A
1 year ago

👌 Assante Wealth Management is an excellent compan...

👌 Assante Wealth Management is an excellent company! They have helped me achieve my financial goals with their expert advice. The team is highly professional and always available to answer my queries. Their personalized approach sets them apart from other firms. I highly recommend them to anyone seeking wealth management services.

L
1 year ago

👍 Assante Wealth Management is an excellent compan...

👍 Assante Wealth Management is an excellent company! Their team helped me create a customized investment strategy and provided ongoing support. I am impressed with their knowledge and customer service. I feel confident in their ability to help me achieve my financial goals. I highly recommend their services.

S
1 year ago

I had a great experience with a wealth management ...

I had a great experience with a wealth management firm recently. Their team was knowledgeable and provided me with valuable guidance for my financial goals. I appreciate their expertise and responsiveness. I would highly recommend them to anyone looking for financial planning assistance.

About Assante wealth management

Assante Wealth Management: Simplifying Financial Planning for a Better Future

CI Assante Wealth Management is a leading financial advisory firm that has been providing comprehensive wealth management services to clients across Canada for over 20 years. The company's mission is to simplify the financial planning process by providing clients with a customized strategy that aligns with their unique life goals.

At Assante, the team of experienced advisors understands that every client has different needs and aspirations. Therefore, they take the time to get to know each client personally and develop a tailored plan that addresses their specific financial situation. Whether it's retirement planning, tax optimization, estate planning or investment management, Assante's advisors have the expertise and resources to help clients achieve their goals.

One of the key strengths of Assante is its holistic approach to wealth management. Rather than focusing solely on investments or insurance products, the company takes into account all aspects of a client's financial situation when developing a plan. This includes analyzing cash flow, debt levels, risk tolerance and other factors that can impact long-term financial success.

Assante also places great emphasis on education and communication. The company believes in empowering clients with knowledge so they can make informed decisions about their finances. Advisors regularly host seminars and workshops on various topics related to personal finance such as retirement planning strategies or tax-efficient investing.

In addition to its core wealth management services, Assante offers specialized solutions for business owners and high net worth individuals. For example, the company provides succession planning advice for entrepreneurs looking to transition out of their businesses while minimizing taxes and maximizing value.

Assante also has an extensive network of strategic partners including lawyers, accountants and other professionals who can provide additional expertise as needed. This allows clients access to a wide range of resources under one roof which saves them time and money compared with seeking out multiple providers independently.

Overall, CI Assante Wealth Management is an excellent choice for anyone looking for personalized financial advice from experienced professionals. With a focus on simplifying the financial planning process and a commitment to ongoing education and communication, Assante is well-positioned to help clients achieve their life goals and secure their financial future.

Assante wealth management

Assante wealth management

3.8