Financial planner
Assante Wealth Management Ltd. is a trusted financial advisory firm located at 90 Johnson St, Kingston, ON K7L 1X7, Canada. With a commitment to personalized service, Assante Wealth Management provides comprehensive wealth management solutions to individuals, families, and businesses across Canada. Their team of experienced advisors focuses on helping clients achieve their financial goals through tailored strategies that encompass investment planning, retirement planning, estate planning, and risk management.
Established as a leader in the financial services industry, Assante Wealth Management operates under the umbrella of CI Financial, one of Canada’s largest independent wealth management firms. The company prides itself on its client-centric approach, ensuring that each financial plan is customized to reflect the unique needs, aspirations, and circumstances of the client. Their advisors work closely with clients to navigate the complexities of wealth accumulation, preservation, and distribution, offering expert guidance at every stage of life.
At Assante Wealth Management in Kingston, the focus is not just on numbers but on building lasting relationships. The firm believes that understanding a client’s values and vision is key to creating effective financial strategies. Whether it’s planning for a comfortable retirement, funding a child’s education, or protecting assets through insurance solutions, Assante’s advisors are equipped with the knowledge and tools to deliver results. They leverage a wide range of investment products and services to construct diversified portfolios that align with clients’ risk tolerance and long-term objectives.
Beyond individual wealth management, Assante also caters to business owners, offering specialized services such as succession planning and corporate investment strategies. Their holistic approach ensures that both personal and professional financial goals are addressed seamlessly. With a strong presence in Kingston and across Canada, Assante Wealth Management continues to uphold its reputation for integrity, professionalism, and excellence in financial advisory services.
For those seeking a partner in their financial journey, Assante Wealth Management Ltd. at 90 Johnson St, Kingston, ON, is ready to provide the expertise and support needed to secure a brighter financial future. Contact their team today to learn more about how they can help turn your financial dreams into reality.