Simplifying and enhancing the lives of our clients by providing integrated wealth management and life management solutions that are tailored to each client’s unique objectives.

Be Well-Informed…

Wealth Matters Live: May 7th at 11am April 24, 2014

At Assante, we are committed to providing clients with timely investment and wealth planning information on an ongoing basis. Through our relationships with some of the most seasoned and respected portfolio managers in Canada and around the world, the Wealth Matters (formerly The Game Plan) webcasts give participants regular access to valuable insights and expertise [...]

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Portfolio Construction: Managing the Managers April 16, 2014

The magnitude and complexity of the investment universe makes it problematic for a single portfolio manager to effectively research and identify the best available opportunities. Our multi-manager approach addresses this challenge and mitigates the risks of relying on a single investment style. We employ a rigorous oversight process to ensure that each of the underlying [...]

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