Our available services vary with each client situation.
Assante Insurance Partnerships (AIP)
Many clients come to us through our partners. We add our expertise in specific areas, like insurance. We partner with other Financial Advisors including the Wealth Planning team of Assante Private Client a division of CI Private Counsel LP, to make sure their clients have fully explored insurance, both to cover for the traditional risks, like death and illness, but also to use it as a tax savings vehicle or to efficiently shelter corporate dollars, etc.
Insurance products and services are provided through Assante Estate and Insurance Services Inc. Assante Private Client is a division of CI Private Counsel LP which is an indirect, wholly-owned subsidiary of CI Financial Corp. Assante Private Client and the Assante Private Client design are registered trademarks of CI Investments Inc