ABOUT ASSANTE

The Assante Story

 

When you choose an Assante Wealth Management advisor, you are joining a national success story.

 

Established in 1995, Assante has since become one of the largest Canadian professional services firms in wealth management, supporting over 750 advisors who oversee $28 billion in assets for 300,000 clients and their families nationwide.

 

In 2003, Assante was purchased by CI Financial Corp. – a diversified wealth management firm and the third-largest investment fund company in Canada – bringing additional financial strength and resources to the Assante organization. Since becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index.

 

The advantages are clear

 

You can feel secure knowing that your financial needs are being looked after by an Assante advisor. Our advisors, on average, administer almost twice the assets of advisors at other major independent firms. That's a powerful indication of their proficiency – and the trust they have earned from their clients.

 

With access to a wealth of tools and resources, our advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and United Financial, a division of CI Private Counsel LP.

 

Our core values of integrity, passion and professionalism drive our business. It's through our all-encompassing approach, which offers a comprehensive and integrated range of services and advice that your Assante advisor can partner with you to tailor a strategy that meets your unique needs and simplifies and enhances your financial well-being.

 

To find out more about Assante Wealth Management, please visit our public website.

Per Homer, CFA

Wealth Management Advisor

Assante Financial Management Ltd.

phomer@assante.com | 905-617-3515

 

© 2017 by RX Wealth Managment

 

*Insurance products and services are provided through Per Homer.

 

**Financial planning, business planning, and any ancillary services are provided by RX Wealth Management. Tax preparation services are provided by ITCC Tax & Accounting Inc. Any specific investment recommendations provided by Per Homer are done through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Although Assante is not responsible for any service or product supplied through or RX Wealth Management or ITCC Tax & Accounting Inc., Assante will monitor for conflicts of interest, and investigate any client complaints related to services offered by RX Wealth Management and ITCC Tax & Accounting Inc.

 

Please note an important disclaimer by clicking here.

 

Assante advisory services are offered through Assante Capital Management Ltd. and Assante Financial Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. 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.

 

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