Assante West Pender is one of the largest branches across the Assante network and is backed by the corporate strength of Assante Wealth Management and its parent company CI Financial Corp. We are supported nationally by the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP., as well as a team of experienced professionals that include lawyers, tax accountants, and financial analysts.
Our guidance is based on our core values of integrity, passion and professionalism. We work with you to understand what you want your money to do. We help you navigate the many choices you have and show you how to diversify your portfolio to maximize gains while minimizing losses.
We partner with you to understand your individual needs in order to simplify and enhance your financial well-being. Our advisors strive to get to know their clients and their families. We want to work with you to build a long-term, personalized strategy so that you and your loved ones are taken care of.
Meet our Advisors or contact us below.
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Assante West Pender